?>
Logo

SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • 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

SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC has sponsored the creation of one or more 401k plans.

Company Name:SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC
Employer identification number (EIN):621569683
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01CINDY H GRIGSBY2023-07-13 CINDY H GRIGSBY2023-07-13
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01TAMMY FRANCIS TAMMY FRANCIS2018-06-21
0022015-10-01TAMMY FRANCIS TAMMY FRANCIS2017-06-26
0022014-10-01TAMMY FRANCIS TAMMY FRANCIS2016-07-06
0022013-10-01TAMMY FRANCIS TAMMY FRANCIS2015-03-18
0022012-10-01TAMMY FRANCIS TAMMY FRANCIS2014-07-10
0022011-10-01TAMMY FRANCIS TAMMY FRANCIS2013-07-15
0022010-10-01TAMMY FRANCIS TAMMY FRANCIS2012-05-29
0022009-10-01TAMMY FRANCIS TAMMY FRANCIS2011-07-11

Plan Statistics for SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01255
Total number of active participants reported on line 7a of the Form 55002021-10-01155
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0186
Total of all active and inactive participants2021-10-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01242
Number of participants with account balances2021-10-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0110
2020: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-01267
Total number of active participants reported on line 7a of the Form 55002020-10-01167
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0180
Total of all active and inactive participants2020-10-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01247
Number of participants with account balances2020-10-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-014
2019: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01271
Total number of active participants reported on line 7a of the Form 55002019-10-01164
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0191
Total of all active and inactive participants2019-10-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01256
Number of participants with account balances2019-10-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0114
2018: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01277
Total number of active participants reported on line 7a of the Form 55002018-10-01175
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0183
Total of all active and inactive participants2018-10-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01258
Number of participants with account balances2018-10-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0116
2017: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01240
Total number of active participants reported on line 7a of the Form 55002017-10-01172
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0184
Total of all active and inactive participants2017-10-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01256
Number of participants with account balances2017-10-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0111
2016: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01221
Total number of active participants reported on line 7a of the Form 55002016-10-01156
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0163
Total of all active and inactive participants2016-10-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01219
Number of participants with account balances2016-10-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
2015: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-01219
Total number of active participants reported on line 7a of the Form 55002015-10-01149
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0156
Total of all active and inactive participants2015-10-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01205
Number of participants with account balances2015-10-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0111
2014: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-01213
Total number of active participants reported on line 7a of the Form 55002014-10-01147
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0155
Total of all active and inactive participants2014-10-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01202
Number of participants with account balances2014-10-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016
2013: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01208
Total number of active participants reported on line 7a of the Form 55002013-10-01142
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0159
Total of all active and inactive participants2013-10-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01202
Number of participants with account balances2013-10-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0110
2012: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01208
Total number of active participants reported on line 7a of the Form 55002012-10-01147
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0156
Total of all active and inactive participants2012-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01203
Number of participants with account balances2012-10-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01198
Total number of active participants reported on line 7a of the Form 55002011-10-01139
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0161
Total of all active and inactive participants2011-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01200
Number of participants with account balances2011-10-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-013
2010: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-01189
Total number of active participants reported on line 7a of the Form 55002010-10-01129
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0162
Total of all active and inactive participants2010-10-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01191
Number of participants with account balances2010-10-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-018
2009: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01178
Total number of active participants reported on line 7a of the Form 55002009-10-01120
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0156
Total of all active and inactive participants2009-10-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01176
Number of participants with account balances2009-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-016

Financial Data on SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$152
Total unrealized appreciation/depreciation of assets2022-09-30$152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,291,041
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$2,068,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,008,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$554,817
Value of total assets at end of year2022-09-30$8,760,116
Value of total assets at beginning of year2022-09-30$12,119,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$59,749
Total interest from all sources2022-09-30$3,569
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$254,817
Participant contributions at end of year2022-09-30$83,034
Participant contributions at beginning of year2022-09-30$30,006
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Administrative expenses (other) incurred2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,359,183
Value of net assets at end of year (total assets less liabilities)2022-09-30$8,760,116
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$12,119,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$8,356,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$11,764,631
Interest on participant loans2022-09-30$3,509
Interest earned on other investments2022-09-30$60
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$5,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$9,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$9,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$15,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$14,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,849,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$300,000
Employer contributions (assets) at end of year2022-09-30$300,000
Employer contributions (assets) at beginning of year2022-09-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,008,393
Contract administrator fees2022-09-30$59,749
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30TARWATER & COMPANY, PC
Accountancy firm EIN2022-09-30562397000
2021 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$139
Total unrealized appreciation/depreciation of assets2021-09-30$139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,962,812
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,356,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,286,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$680,138
Value of total assets at end of year2021-09-30$12,119,299
Value of total assets at beginning of year2021-09-30$10,513,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$70,414
Total interest from all sources2021-09-30$1,776
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$253,742
Participant contributions at end of year2021-09-30$30,006
Participant contributions at beginning of year2021-09-30$11,417
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$126,395
Administrative expenses (other) incurred2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,606,010
Value of net assets at end of year (total assets less liabilities)2021-09-30$12,119,299
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$10,513,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$11,764,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$10,082,827
Interest on participant loans2021-09-30$1,716
Interest earned on other investments2021-09-30$60
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$9,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$4,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$4,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$14,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$14,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,280,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$300,001
Employer contributions (assets) at end of year2021-09-30$300,000
Employer contributions (assets) at beginning of year2021-09-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,286,388
Contract administrator fees2021-09-30$70,414
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30VOILES & COMPANY, PC
Accountancy firm EIN2021-09-30621250663
2020 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$106
Total unrealized appreciation/depreciation of assets2020-09-30$106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,619,342
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$701,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$647,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$700,405
Value of total assets at end of year2020-09-30$10,513,289
Value of total assets at beginning of year2020-09-30$9,595,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$54,120
Total interest from all sources2020-09-30$734
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$288,994
Participant contributions at end of year2020-09-30$11,417
Participant contributions at beginning of year2020-09-30$4,458
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$11,411
Other income not declared elsewhere2020-09-30$4,477
Administrative expenses (other) incurred2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$917,452
Value of net assets at end of year (total assets less liabilities)2020-09-30$10,513,289
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$9,595,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$10,082,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$9,305,019
Interest on participant loans2020-09-30$670
Interest earned on other investments2020-09-30$64
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$4,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$11,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$11,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$14,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$15,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$913,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$400,000
Employer contributions (assets) at end of year2020-09-30$400,000
Employer contributions (assets) at beginning of year2020-09-30$260,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$647,770
Contract administrator fees2020-09-30$54,120
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30VOILES & COMPANY, PC
Accountancy firm EIN2020-09-30621250663
2019 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$917
Total unrealized appreciation/depreciation of assets2019-09-30$917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$921,420
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$863,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$830,279
Expenses. Certain deemed distributions of participant loans2019-09-30$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$730,604
Value of total assets at end of year2019-09-30$9,595,837
Value of total assets at beginning of year2019-09-30$9,538,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$32,510
Total interest from all sources2019-09-30$333
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$310,354
Participant contributions at end of year2019-09-30$4,458
Participant contributions at beginning of year2019-09-30$4,717
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$160,250
Other income not declared elsewhere2019-09-30$25,340
Administrative expenses (other) incurred2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$57,647
Value of net assets at end of year (total assets less liabilities)2019-09-30$9,595,837
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$9,538,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$9,305,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$9,258,642
Interest on participant loans2019-09-30$268
Interest earned on other investments2019-09-30$65
Income. Interest from corporate debt instruments2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$11,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$10,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$10,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$15,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$14,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$164,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$260,000
Employer contributions (assets) at end of year2019-09-30$260,000
Employer contributions (assets) at beginning of year2019-09-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$830,279
Contract administrator fees2019-09-30$32,510
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30VOILES & COMPANY, PC
Accountancy firm EIN2019-09-30621250663
2018 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-319
Total unrealized appreciation/depreciation of assets2018-09-30$-319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,118,642
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$562,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$531,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$530,858
Value of total assets at end of year2018-09-30$9,538,190
Value of total assets at beginning of year2018-09-30$8,981,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$30,546
Total interest from all sources2018-09-30$434
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$750,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$280,642
Participant contributions at end of year2018-09-30$4,717
Participant contributions at beginning of year2018-09-30$4,318
Participant contributions at beginning of year2018-09-30$5,495
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$216
Other income not declared elsewhere2018-09-30$25,447
Administrative expenses (other) incurred2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$556,624
Value of net assets at end of year (total assets less liabilities)2018-09-30$9,538,190
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$8,981,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$9,258,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$8,551,357
Interest on participant loans2018-09-30$370
Interest earned on other investments2018-09-30$64
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$10,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$5,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$5,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$14,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$14,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$562,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$250,000
Employer contributions (assets) at end of year2018-09-30$250,000
Employer contributions (assets) at beginning of year2018-09-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$531,472
Contract administrator fees2018-09-30$30,546
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30VOILES & COMPANY, PC
Accountancy firm EIN2018-09-30621250663
2017 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,701,851
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$378,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$352,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$709,196
Value of total assets at end of year2017-09-30$8,981,566
Value of total assets at beginning of year2017-09-30$7,658,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$26,103
Total interest from all sources2017-09-30$494
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$750,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$287,195
Participant contributions at end of year2017-09-30$4,318
Participant contributions at beginning of year2017-09-30$8,569
Participant contributions at end of year2017-09-30$5,495
Participant contributions at beginning of year2017-09-30$5,140
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$22,001
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$1,323,516
Value of net assets at end of year (total assets less liabilities)2017-09-30$8,981,566
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$7,658,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$8,551,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$7,267,677
Interest on participant loans2017-09-30$337
Interest earned on other investments2017-09-30$157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$5,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$9,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$9,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$14,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$67,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$992,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$400,000
Employer contributions (assets) at end of year2017-09-30$400,000
Employer contributions (assets) at beginning of year2017-09-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$352,232
Contract administrator fees2017-09-30$26,103
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30VOILES & COMPANY, PC
Accountancy firm EIN2017-09-30621250663
2016 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$670
Total unrealized appreciation/depreciation of assets2016-09-30$670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,219,536
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,073,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,046,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$577,122
Value of total assets at end of year2016-09-30$7,658,051
Value of total assets at beginning of year2016-09-30$7,511,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$26,879
Total interest from all sources2016-09-30$784
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$750,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$261,952
Participant contributions at end of year2016-09-30$8,570
Participant contributions at beginning of year2016-09-30$10,506
Participant contributions at end of year2016-09-30$5,140
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$15,170
Other income not declared elsewhere2016-09-30$5,101
Administrative expenses (other) incurred2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$146,191
Value of net assets at end of year (total assets less liabilities)2016-09-30$7,658,051
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$7,511,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$7,267,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,018,232
Interest on participant loans2016-09-30$488
Interest earned on other investments2016-09-30$296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$9,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$6,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$6,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$67,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$66,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$635,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$300,000
Employer contributions (assets) at end of year2016-09-30$300,000
Employer contributions (assets) at beginning of year2016-09-30$410,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,046,466
Contract administrator fees2016-09-30$26,879
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30VOILES & COMPANY, PC
Accountancy firm EIN2016-09-30621250663
2015 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-758
Total unrealized appreciation/depreciation of assets2015-09-30$-758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$391,174
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$154,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$125,862
Expenses. Certain deemed distributions of participant loans2015-09-30$1,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$647,067
Value of total assets at end of year2015-09-30$7,511,860
Value of total assets at beginning of year2015-09-30$7,275,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$27,809
Total interest from all sources2015-09-30$1,040
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$750,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$234,308
Participant contributions at end of year2015-09-30$10,506
Participant contributions at beginning of year2015-09-30$12,901
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,759
Other income not declared elsewhere2015-09-30$5,121
Administrative expenses (other) incurred2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$236,399
Value of net assets at end of year (total assets less liabilities)2015-09-30$7,511,860
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$7,275,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$2,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,018,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$6,776,710
Income. Interest from loans (other than to participants)2015-09-30$612
Interest earned on other investments2015-09-30$428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$6,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$13,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$13,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$66,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$72,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-261,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$410,000
Employer contributions (assets) at end of year2015-09-30$410,000
Employer contributions (assets) at beginning of year2015-09-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$125,862
Contract administrator fees2015-09-30$25,769
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30VOILES & COMPANY, PC
Accountancy firm EIN2015-09-30621250663
2014 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$18
Total unrealized appreciation/depreciation of assets2014-09-30$18
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Expenses. Interest paid2014-09-30$40
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-09-30$40
Total income from all sources (including contributions)2014-09-30$1,170,479
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$320,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$291,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$623,904
Value of total assets at end of year2014-09-30$7,275,461
Value of total assets at beginning of year2014-09-30$6,425,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$29,266
Total interest from all sources2014-09-30$1,063
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$750,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$201,348
Participant contributions at end of year2014-09-30$12,901
Participant contributions at beginning of year2014-09-30$14,334
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$22,556
Other income not declared elsewhere2014-09-30$1,210
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$850,135
Value of net assets at end of year (total assets less liabilities)2014-09-30$7,275,461
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,425,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$2,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,776,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,853,396
Interest on participant loans2014-09-30$595
Interest earned on other investments2014-09-30$468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$13,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$4,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$4,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$72,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$68,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$544,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$400,000
Employer contributions (assets) at end of year2014-09-30$400,000
Employer contributions (assets) at beginning of year2014-09-30$485,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$291,038
Contract administrator fees2014-09-30$26,604
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30VOILES & COMPANY, PC
Accountancy firm EIN2014-09-30621250663
2013 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-894
Total unrealized appreciation/depreciation of assets2013-09-30$-894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,461,193
Total loss/gain on sale of assets2013-09-30$-592
Total of all expenses incurred2013-09-30$491,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$465,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$763,927
Value of total assets at end of year2013-09-30$6,425,326
Value of total assets at beginning of year2013-09-30$5,455,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$26,255
Total interest from all sources2013-09-30$1,109
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$200,997
Participant contributions at end of year2013-09-30$14,334
Participant contributions at beginning of year2013-09-30$6,529
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$78,115
Administrative expenses (other) incurred2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$969,647
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,425,326
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,455,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$2,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,853,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,804,325
Income. Interest from loans (other than to participants)2013-09-30$478
Interest earned on other investments2013-09-30$631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$4,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$8,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$8,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$68,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$166,253
Net investment gain/loss from pooled separate accounts2013-09-30$697,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$484,815
Employer contributions (assets) at end of year2013-09-30$485,016
Employer contributions (assets) at beginning of year2013-09-30$470,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$465,291
Contract administrator fees2013-09-30$24,049
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$-592
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30VOILES & COMPANY, PC
Accountancy firm EIN2013-09-30621250663
2012 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,422,826
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$117,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$93,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$694,350
Value of total assets at end of year2012-09-30$5,455,679
Value of total assets at beginning of year2012-09-30$4,150,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$24,392
Total interest from all sources2012-09-30$1,554
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$186,378
Participant contributions at end of year2012-09-30$6,529
Participant contributions at beginning of year2012-09-30$6,291
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$37,972
Administrative expenses (other) incurred2012-09-30$1,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$1,305,136
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,455,679
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,150,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,804,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,703,803
Interest on participant loans2012-09-30$224
Interest earned on other investments2012-09-30$1,330
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$8,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$1,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$1,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$166,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$158,510
Net investment gain/loss from pooled separate accounts2012-09-30$726,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$470,000
Employer contributions (assets) at end of year2012-09-30$470,000
Employer contributions (assets) at beginning of year2012-09-30$280,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$93,298
Contract administrator fees2012-09-30$23,022
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30VOILES & COMPANY, PC
Accountancy firm EIN2012-09-30621250663
2011 : SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-2,254
Total unrealized appreciation/depreciation of assets2011-09-30$-2,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$342,346
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$134,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$112,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$474,885
Value of total assets at end of year2011-09-30$4,150,543
Value of total assets at beginning of year2011-09-30$3,942,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$21,625
Total interest from all sources2011-09-30$4,157
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$194,045
Participant contributions at end of year2011-09-30$6,291
Participant contributions at beginning of year2011-09-30$5,597
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$840
Administrative expenses (other) incurred2011-09-30$713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$207,948
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,150,543
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,942,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,703,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,485,553
Interest on participant loans2011-09-30$319
Interest earned on other investments2011-09-30$3,838
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$1,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$2,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$2,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$158,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$148,636
Net investment gain/loss from pooled separate accounts2011-09-30$-134,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$280,000
Employer contributions (assets) at end of year2011-09-30$280,000
Employer contributions (assets) at beginning of year2011-09-30$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$112,773
Contract administrator fees2011-09-30$20,912
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30VOILES & COMPANY, PC
Accountancy firm EIN2011-09-30621250663

Form 5500 Responses for SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2021: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SMOKY MOUNTAIN HOME, HEALTH, AND HOSPICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered227
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $27,972
Total amount of fees paid to insurance companyUSD $9,182
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,972
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FEES PAID & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered242
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $33,060
Total amount of fees paid to insurance companyUSD $8,629
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $33,060
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered245
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $28,258
Total amount of fees paid to insurance companyUSD $7,295
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $28,258
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered255
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $24,834
Total amount of fees paid to insurance companyUSD $9,730
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $24,834
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered256
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $27,281
Total amount of fees paid to insurance companyUSD $7,537
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered219
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $26,041
Total amount of fees paid to insurance companyUSD $5,706
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,041
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION TPA FEES PAID
Insurance broker nameEMPLOYEE BENEFIT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered202
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $26,079
Total amount of fees paid to insurance companyUSD $5,647
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,079
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameEMPLOYEE BENEFIT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered201
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $21,898
Total amount of fees paid to insurance companyUSD $4,943
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,898
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameEMPLOYEE BENEFIT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered196
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $22,891
Total amount of fees paid to insurance companyUSD $3,615
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62093
Policy instance 1
Insurance contract or identification number62093
Number of Individuals Covered187
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $22,287
Total amount of fees paid to insurance companyUSD $3,063
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3