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AMERICAN FAMILY CARE, INC. SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN FAMILY CARE, INC. SAVINGS PLAN
Plan identification number 001

AMERICAN FAMILY CARE, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN FAMILY CARE INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FAMILY CARE INC.
Employer identification number (EIN):630825248
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FAMILY CARE, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01RANDY JOHANSEN
0012016-01-01RANDY JOHANSEN
0012015-01-01RANDY JOHANSEN
0012014-01-01RANDY JOHANSEN
0012013-01-01RANDY JOHANSEN
0012012-01-01RANDY JOHANSEN
0012011-01-01RANDY JOHANSEN
0012009-01-01RANDY JOHANSEN

Plan Statistics for AMERICAN FAMILY CARE, INC. SAVINGS PLAN

401k plan membership statisitcs for AMERICAN FAMILY CARE, INC. SAVINGS PLAN

Measure Date Value
2022: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,821
Total number of active participants reported on line 7a of the Form 55002022-01-011,059
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01739
Total of all active and inactive participants2022-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,798
Number of participants with account balances2022-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01195
2021: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,659
Total number of active participants reported on line 7a of the Form 55002021-01-011,037
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01649
Total of all active and inactive participants2021-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,686
Number of participants with account balances2021-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01148
2020: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,327
Total number of active participants reported on line 7a of the Form 55002020-01-011,117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01500
Total of all active and inactive participants2020-01-011,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,617
Number of participants with account balances2020-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01200
2019: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,219
Total number of active participants reported on line 7a of the Form 55002019-01-01967
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01326
Total of all active and inactive participants2019-01-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,293
Number of participants with account balances2019-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01146
2018: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,147
Total number of active participants reported on line 7a of the Form 55002018-01-01999
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,173
Number of participants with account balances2018-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01116
2017: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,035
Total number of active participants reported on line 7a of the Form 55002017-01-01927
Number of other retired or separated participants entitled to future benefits2017-01-01187
Total of all active and inactive participants2017-01-011,114
Total participants2017-01-011,114
Number of participants with account balances2017-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01158
2016: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,030
Total number of active participants reported on line 7a of the Form 55002016-01-01891
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01141
Total of all active and inactive participants2016-01-011,034
Total participants2016-01-011,034
Number of participants with account balances2016-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01232
2015: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,033
Total number of active participants reported on line 7a of the Form 55002015-01-01949
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-011,004
Total participants2015-01-011,004
Number of participants with account balances2015-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01701
Total number of active participants reported on line 7a of the Form 55002014-01-011,002
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-011,033
Total participants2014-01-011,033
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01577
Total number of active participants reported on line 7a of the Form 55002013-01-01673
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01701
Total participants2013-01-01701
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01545
Total number of active participants reported on line 7a of the Form 55002012-01-01551
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01577
Total participants2012-01-01577
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01468
Total number of active participants reported on line 7a of the Form 55002011-01-01528
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01545
Total participants2011-01-01545
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01398
Total number of active participants reported on line 7a of the Form 55002009-01-01435
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01448
Total participants2009-01-01448
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AMERICAN FAMILY CARE, INC. SAVINGS PLAN

Measure Date Value
2022 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-509,225
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,605,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,459,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,826,377
Value of total assets at end of year2022-12-31$17,543,299
Value of total assets at beginning of year2022-12-31$19,658,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,622
Total interest from all sources2022-12-31$16,412
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$337,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$337,171
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,347,858
Participant contributions at end of year2022-12-31$204,203
Participant contributions at beginning of year2022-12-31$164,993
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,114,729
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,543,299
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,658,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,944,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,076,778
Interest on participant loans2022-12-31$10,429
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$394,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$416,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$416,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,689,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$464,714
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,459,882
Contract administrator fees2022-12-31$101,465
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2022-12-31630813240
2021 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,819,633
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,709,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,393,888
Value of total corrective distributions2021-12-31$190,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,639,211
Value of total assets at end of year2021-12-31$19,658,028
Value of total assets at beginning of year2021-12-31$16,548,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,910
Total interest from all sources2021-12-31$10,558
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$304,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$304,515
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,852,100
Participant contributions at end of year2021-12-31$164,993
Participant contributions at beginning of year2021-12-31$204,890
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$26,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$304,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,109,694
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,658,028
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,548,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$43,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,076,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,881,245
Interest on participant loans2021-12-31$9,965
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$416,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$429,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$429,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,865,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$482,567
Employer contributions (assets) at end of year2021-12-31$241
Employer contributions (assets) at beginning of year2021-12-31$7,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,393,888
Contract administrator fees2021-12-31$82,651
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2021-12-31630813240
2020 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,871,949
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,828,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,579,238
Value of total corrective distributions2020-12-31$140,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,663,770
Value of total assets at end of year2020-12-31$16,548,334
Value of total assets at beginning of year2020-12-31$14,504,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,171
Total interest from all sources2020-12-31$14,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$233,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$233,273
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,541,910
Participant contributions at end of year2020-12-31$204,890
Participant contributions at beginning of year2020-12-31$310,832
Participant contributions at end of year2020-12-31$26,000
Participant contributions at beginning of year2020-12-31$32,110
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,043,760
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,548,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,504,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,881,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,823,745
Interest on participant loans2020-12-31$12,842
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$429,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$306,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$306,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,960,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$94,645
Employer contributions (assets) at end of year2020-12-31$7,074
Employer contributions (assets) at beginning of year2020-12-31$31,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,579,238
Contract administrator fees2020-12-31$74,315
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2020-12-31630813240
2019 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$81,963
Total income from all sources (including contributions)2019-12-31$4,679,805
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,102,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,019,255
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,362,054
Value of total assets at end of year2019-12-31$14,504,574
Value of total assets at beginning of year2019-12-31$11,002,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,977
Total interest from all sources2019-12-31$27,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$286,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$286,901
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,784,982
Participant contributions at end of year2019-12-31$310,832
Participant contributions at beginning of year2019-12-31$297,441
Participant contributions at end of year2019-12-31$32,110
Participant contributions at beginning of year2019-12-31$40,988
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$155,433
Liabilities. Value of operating payables at beginning of year2019-12-31$81,963
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,577,573
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,504,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,920,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,823,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,615,306
Interest on participant loans2019-12-31$23,149
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$306,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,003,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$421,639
Employer contributions (assets) at end of year2019-12-31$31,867
Employer contributions (assets) at beginning of year2019-12-31$24,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,019,255
Contract administrator fees2019-12-31$58,067
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2019-12-31630813240
2018 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$81,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$102,155
Total income from all sources (including contributions)2018-12-31$1,544,511
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$479,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$354,974
Value of total corrective distributions2018-12-31$119,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,879,445
Value of total assets at end of year2018-12-31$11,002,707
Value of total assets at beginning of year2018-12-31$9,957,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,036
Total interest from all sources2018-12-31$24,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,472
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,626,384
Participant contributions at end of year2018-12-31$297,441
Participant contributions at beginning of year2018-12-31$202,333
Participant contributions at end of year2018-12-31$40,988
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,355
Administrative expenses (other) incurred2018-12-31$5,036
Liabilities. Value of operating payables at end of year2018-12-31$81,963
Liabilities. Value of operating payables at beginning of year2018-12-31$102,155
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$55,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,065,191
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,920,744
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,855,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,615,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,685,053
Interest on participant loans2018-12-31$13,985
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$7,858
Net investment gain/loss from pooled separate accounts2018-12-31$-370,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$247,706
Employer contributions (assets) at end of year2018-12-31$24,876
Employer contributions (assets) at beginning of year2018-12-31$14,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$354,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2018-12-31630813240
2017 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,197,020
Total unrealized appreciation/depreciation of assets2017-12-31$1,197,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$102,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$131,632
Total income from all sources (including contributions)2017-12-31$3,228,095
Total of all expenses incurred2017-12-31$946,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$941,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,021,231
Value of total assets at end of year2017-12-31$9,957,708
Value of total assets at beginning of year2017-12-31$7,705,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,967
Total interest from all sources2017-12-31$9,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,536,987
Participant contributions at end of year2017-12-31$202,333
Participant contributions at beginning of year2017-12-31$162,807
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,371
Liabilities. Value of operating payables at end of year2017-12-31$102,155
Liabilities. Value of operating payables at beginning of year2017-12-31$131,632
Total non interest bearing cash at end of year2017-12-31$55,353
Total non interest bearing cash at beginning of year2017-12-31$11,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,281,725
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,855,553
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,573,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,967
Value of interest in pooled separate accounts at end of year2017-12-31$9,685,053
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,508,951
Interest on participant loans2017-12-31$9,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$306,873
Employer contributions (assets) at end of year2017-12-31$14,969
Employer contributions (assets) at beginning of year2017-12-31$22,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$941,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2017-12-31630813240
2016 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$427,202
Total unrealized appreciation/depreciation of assets2016-12-31$427,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$131,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$39,404
Total income from all sources (including contributions)2016-12-31$2,739,612
Total of all expenses incurred2016-12-31$691,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$690,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,286,515
Value of total assets at end of year2016-12-31$7,705,460
Value of total assets at beginning of year2016-12-31$5,564,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$682
Total interest from all sources2016-12-31$25,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,422,257
Participant contributions at end of year2016-12-31$162,807
Participant contributions at beginning of year2016-12-31$151,814
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$615,711
Liabilities. Value of operating payables at end of year2016-12-31$131,632
Liabilities. Value of operating payables at beginning of year2016-12-31$39,404
Total non interest bearing cash at end of year2016-12-31$11,406
Total non interest bearing cash at beginning of year2016-12-31$3,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,048,319
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,573,828
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,525,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$682
Value of interest in pooled separate accounts at end of year2016-12-31$7,508,951
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,393,693
Interest on participant loans2016-12-31$8,181
Interest earned on other investments2016-12-31$17,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$248,547
Employer contributions (assets) at end of year2016-12-31$22,296
Employer contributions (assets) at beginning of year2016-12-31$16,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$690,611
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEARCE, BEVILL, LEESBURG, MOORE.C
Accountancy firm EIN2016-12-31630813240
2015 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-66,943
Total unrealized appreciation/depreciation of assets2015-12-31$-66,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$46,958
Total income from all sources (including contributions)2015-12-31$1,200,411
Total of all expenses incurred2015-12-31$316,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$316,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,261,966
Value of total assets at end of year2015-12-31$5,564,913
Value of total assets at beginning of year2015-12-31$4,688,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$442
Total interest from all sources2015-12-31$5,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,039,720
Participant contributions at end of year2015-12-31$151,814
Participant contributions at beginning of year2015-12-31$60,717
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,403
Liabilities. Value of operating payables at end of year2015-12-31$39,404
Liabilities. Value of operating payables at beginning of year2015-12-31$46,958
Total non interest bearing cash at end of year2015-12-31$3,309
Total non interest bearing cash at beginning of year2015-12-31$233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$883,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,525,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,641,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$442
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,393,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,617,776
Interest on participant loans2015-12-31$5,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$190,843
Employer contributions (assets) at end of year2015-12-31$16,097
Employer contributions (assets) at beginning of year2015-12-31$9,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$316,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2015-12-31630813240
2014 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$204,256
Total unrealized appreciation/depreciation of assets2014-12-31$204,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$42,399
Total income from all sources (including contributions)2014-12-31$1,075,653
Total of all expenses incurred2014-12-31$420,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$420,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$867,430
Value of total assets at end of year2014-12-31$4,688,656
Value of total assets at beginning of year2014-12-31$4,029,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160
Total interest from all sources2014-12-31$3,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$750,479
Participant contributions at end of year2014-12-31$60,717
Participant contributions at beginning of year2014-12-31$62,242
Liabilities. Value of operating payables at end of year2014-12-31$46,958
Liabilities. Value of operating payables at beginning of year2014-12-31$42,399
Total non interest bearing cash at end of year2014-12-31$233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$654,952
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,641,698
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,986,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$160
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,617,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,353,818
Interest on participant loans2014-12-31$3,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$112,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$112,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$500,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,951
Employer contributions (assets) at end of year2014-12-31$9,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$420,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2014-12-31630813240
2013 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$505,352
Total unrealized appreciation/depreciation of assets2013-12-31$505,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,973
Total income from all sources (including contributions)2013-12-31$1,151,746
Total of all expenses incurred2013-12-31$369,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$369,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$643,634
Value of total assets at end of year2013-12-31$4,029,145
Value of total assets at beginning of year2013-12-31$3,272,480
Total interest from all sources2013-12-31$2,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$493,691
Participant contributions at end of year2013-12-31$62,242
Participant contributions at beginning of year2013-12-31$67,401
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$56,715
Liabilities. Value of operating payables at end of year2013-12-31$42,399
Liabilities. Value of operating payables at beginning of year2013-12-31$67,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$782,239
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,986,746
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,204,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,353,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,593,206
Interest on participant loans2013-12-31$2,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$112,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$116,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$116,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$500,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$495,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$93,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$369,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PEARCE, BEVIL, LEESBURG, MOORE, PC
Accountancy firm EIN2013-12-31630813240
2012 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$274,906
Total unrealized appreciation/depreciation of assets2012-12-31$274,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$55,505
Total income from all sources (including contributions)2012-12-31$717,360
Total of all expenses incurred2012-12-31$151,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$151,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$438,837
Value of total assets at end of year2012-12-31$3,272,480
Value of total assets at beginning of year2012-12-31$2,694,119
Total interest from all sources2012-12-31$3,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$355,556
Participant contributions at end of year2012-12-31$67,401
Participant contributions at beginning of year2012-12-31$66,249
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,254
Liabilities. Value of operating payables at end of year2012-12-31$67,973
Liabilities. Value of operating payables at beginning of year2012-12-31$55,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$565,893
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,204,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,638,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,593,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,081,139
Interest on participant loans2012-12-31$3,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$116,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$141,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$141,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$495,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$405,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$74,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$151,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2012-12-31630813240
2011 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,845
Total unrealized appreciation/depreciation of assets2011-12-31$-1,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$55,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$85,227
Total income from all sources (including contributions)2011-12-31$371,018
Total of all expenses incurred2011-12-31$122,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$370,046
Value of total assets at end of year2011-12-31$2,694,119
Value of total assets at beginning of year2011-12-31$2,475,329
Total interest from all sources2011-12-31$2,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$311,564
Participant contributions at end of year2011-12-31$66,249
Participant contributions at beginning of year2011-12-31$40,253
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$705
Liabilities. Value of operating payables at end of year2011-12-31$55,505
Liabilities. Value of operating payables at beginning of year2011-12-31$85,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$248,512
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,638,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,390,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,081,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,963,228
Interest on participant loans2011-12-31$2,792
Interest earned on other investments2011-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$141,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$162,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$162,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$405,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$309,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$57,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2011-12-31630813240
2010 : AMERICAN FAMILY CARE, INC. SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$204,393
Total unrealized appreciation/depreciation of assets2010-12-31$204,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$75,378
Total income from all sources (including contributions)2010-12-31$528,984
Total of all expenses incurred2010-12-31$188,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$188,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$322,196
Value of total assets at end of year2010-12-31$2,475,329
Value of total assets at beginning of year2010-12-31$2,124,796
Total interest from all sources2010-12-31$2,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$153,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$274,936
Participant contributions at end of year2010-12-31$40,253
Participant contributions at beginning of year2010-12-31$36,950
Liabilities. Value of operating payables at end of year2010-12-31$85,227
Liabilities. Value of operating payables at beginning of year2010-12-31$75,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$340,684
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,390,102
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,049,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,963,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,640,049
Interest on participant loans2010-12-31$2,367
Interest earned on other investments2010-12-31$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$162,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$139,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$139,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$309,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$307,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$188,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PEARCE, BEVILL, LEESBURG, MOORE, PC
Accountancy firm EIN2010-12-31630813240

Form 5500 Responses for AMERICAN FAMILY CARE, INC. SAVINGS PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114839
Policy instance 1
Insurance contract or identification number114839
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,936
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24936
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER PAYMENTS
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114839
Policy instance 1
Insurance contract or identification number114839
Number of Individuals Covered668
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees31100
Insurance broker organization code?5
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114839
Policy instance 1
Insurance contract or identification number114839
Number of Individuals Covered280
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,033
Total amount of fees paid to insurance companyUSD $12,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,109
Amount paid for insurance broker fees12440
Insurance broker organization code?5
Insurance broker nameTRIAD INSURANCE AGENCY OF AL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3758
Policy instance 1
Insurance contract or identification numberGH3758
Number of Individuals Covered186
Insurance policy start date2014-01-01
Insurance policy end date2014-08-13
Total amount of commissions paid to insurance brokerUSD $8,116
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,116
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE AGENCY OF AL
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114839
Policy instance 2
Insurance contract or identification number114839
Number of Individuals Covered231
Insurance policy start date2014-08-13
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,339
Total amount of fees paid to insurance companyUSD $8,056
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8056
Insurance broker organization code?5
Insurance broker nameTRIAD INSURANCE AGENCY OF AL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3758
Policy instance 1
Insurance contract or identification numberGH3758
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,396
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,396
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE AGENCY OF AL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3758
Policy instance 1
Insurance contract or identification numberGH3758
Number of Individuals Covered139
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,638
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,638
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE AGENCY OF AL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3758
Policy instance 1
Insurance contract or identification numberGH3758
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,520
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3758
Policy instance 1
Insurance contract or identification numberGH3758
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,633
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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