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HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN
Plan identification number 001

HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT 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

HOME HEALTH CARE AGENCIES OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME HEALTH CARE AGENCIES OF AMERICA, INC.
Employer identification number (EIN):721539636
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01SCOTT RUTH
0012016-01-01R. SCOTT RUTH
0012015-01-01R. SCOTT RUTH R. SCOTT RUTH2016-10-13
0012014-01-01R. SCOTT RUTH R. SCOTT RUTH2015-10-15

Plan Statistics for HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN

Measure Date Value
2019: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01518
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01530
Total number of active participants reported on line 7a of the Form 55002018-01-01474
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01518
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01522
Total number of active participants reported on line 7a of the Form 55002017-01-01482
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01530
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01477
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01526
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01559
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01488
Number of participants with account balances2015-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01454
Total number of active participants reported on line 7a of the Form 55002014-01-01477
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01593
Number of participants with account balances2014-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$1,500
Total income from all sources (including contributions)2019-07-31$951,653
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$5,581,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$5,569,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$357,744
Value of total assets at end of year2019-07-31$0
Value of total assets at beginning of year2019-07-31$4,631,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$11,801
Total interest from all sources2019-07-31$7,248
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-07-31$0
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$1,000,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$84,075
Participant contributions at end of year2019-07-31$0
Participant contributions at beginning of year2019-07-31$211,461
Participant contributions at end of year2019-07-31$0
Participant contributions at beginning of year2019-07-31$2,899
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$273,669
Other income not declared elsewhere2019-07-31$94
Administrative expenses (other) incurred2019-07-31$11,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$-4,629,733
Value of net assets at end of year (total assets less liabilities)2019-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$4,629,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$219,359
Value of interest in pooled separate accounts at end of year2019-07-31$0
Value of interest in pooled separate accounts at beginning of year2019-07-31$4,197,514
Interest on participant loans2019-07-31$5,357
Interest earned on other investments2019-07-31$1,891
Net investment gain/loss from pooled separate accounts2019-07-31$586,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$5,569,585
Liabilities. Value of benefit claims payable at end of year2019-07-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-07-31$1,500
Did the plan have assets held for investment2019-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2019-07-31621551418
2018 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT 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$1,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$125,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$892,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$864,886
Value of total corrective distributions2018-12-31$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$393,503
Value of total assets at end of year2018-12-31$4,631,233
Value of total assets at beginning of year2018-12-31$5,397,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,098
Total interest from all sources2018-12-31$13,397
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$275,762
Participant contributions at end of year2018-12-31$211,461
Participant contributions at beginning of year2018-12-31$218,852
Participant contributions at end of year2018-12-31$2,899
Participant contributions at beginning of year2018-12-31$2,977
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,741
Other income not declared elsewhere2018-12-31$1,293
Administrative expenses (other) incurred2018-12-31$26,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-767,462
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,629,733
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,397,195
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$219,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$277,925
Value of interest in pooled separate accounts at end of year2018-12-31$4,197,514
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,897,441
Interest on participant loans2018-12-31$10,616
Interest earned on other investments2018-12-31$2,781
Net investment gain/loss from pooled separate accounts2018-12-31$-283,171
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$864,886
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,500
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2018-12-31621551418
2017 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$981,913
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$549,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$523,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$297,737
Value of total assets at end of year2017-12-31$5,397,195
Value of total assets at beginning of year2017-12-31$4,965,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,068
Total interest from all sources2017-12-31$12,804
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$297,463
Participant contributions at end of year2017-12-31$218,852
Participant contributions at beginning of year2017-12-31$248,804
Participant contributions at end of year2017-12-31$2,977
Participant contributions at beginning of year2017-12-31$10,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$274
Administrative expenses (other) incurred2017-12-31$26,068
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$432,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,397,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,965,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$277,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$238,694
Value of interest in pooled separate accounts at end of year2017-12-31$4,897,441
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,467,547
Interest on participant loans2017-12-31$11,391
Interest earned on other investments2017-12-31$1,413
Net investment gain/loss from pooled separate accounts2017-12-31$671,372
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$523,792
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 name2017-12-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2017-12-31621551418
2016 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$724,581
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$384,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$357,601
Expenses. Certain deemed distributions of participant loans2016-12-31$1,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$423,553
Value of total assets at end of year2016-12-31$4,965,142
Value of total assets at beginning of year2016-12-31$4,625,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,573
Total interest from all sources2016-12-31$11,718
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$323,553
Participant contributions at end of year2016-12-31$248,804
Participant contributions at beginning of year2016-12-31$220,623
Participant contributions at end of year2016-12-31$10,097
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,000
Administrative expenses (other) incurred2016-12-31$25,573
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$339,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,965,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,625,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$238,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$188,834
Value of interest in pooled separate accounts at end of year2016-12-31$4,467,547
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,205,465
Interest on participant loans2016-12-31$11,718
Net investment gain/loss from pooled separate accounts2016-12-31$289,310
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
Employer contributions (assets) at beginning of year2016-12-31$10,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$357,601
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 name2016-12-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2016-12-31621551418
2015 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$296,454
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$561,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$520,730
Expenses. Certain deemed distributions of participant loans2015-12-31$4,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$358,425
Value of total assets at end of year2015-12-31$4,625,283
Value of total assets at beginning of year2015-12-31$4,890,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,780
Total interest from all sources2015-12-31$10,784
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
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$354,080
Participant contributions at end of year2015-12-31$220,623
Participant contributions at beginning of year2015-12-31$201,475
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,345
Administrative expenses (other) incurred2015-12-31$35,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-264,717
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,625,283
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,890,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$188,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$153,954
Value of interest in pooled separate accounts at end of year2015-12-31$4,205,465
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,522,151
Interest on participant loans2015-12-31$10,784
Net investment gain/loss from pooled separate accounts2015-12-31$-72,755
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
Employer contributions (assets) at end of year2015-12-31$10,361
Employer contributions (assets) at beginning of year2015-12-31$12,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$520,730
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 name2015-12-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2015-12-31621551418
2014 : HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$513,613
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$691,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$684,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$293,661
Value of total assets at end of year2014-12-31$4,890,000
Value of total assets at beginning of year2014-12-31$5,067,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,975
Total interest from all sources2014-12-31$1,487
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
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$293,661
Participant contributions at end of year2014-12-31$201,475
Participant contributions at beginning of year2014-12-31$233,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$110
Administrative expenses (other) incurred2014-12-31$6,975
Total non interest bearing cash at beginning of year2014-12-31$23,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-177,450
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,890,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,067,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$153,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,416
Value of interest in pooled separate accounts at end of year2014-12-31$4,522,151
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,783,346
Interest on participant loans2014-12-31$1,487
Net investment gain/loss from pooled separate accounts2014-12-31$218,465
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$12,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$684,088
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 name2014-12-31HARTING, BISHOP & ARRENDALE, PLLC
Accountancy firm EIN2014-12-31621551418

Form 5500 Responses for HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN

2019: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT 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 filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT 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: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOME HEALTH CARE AGENCIES OF AMERICA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37566
Policy instance 1
Insurance contract or identification numberG37566
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-22
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37566
Policy instance 1
Insurance contract or identification numberG37566
Number of Individuals Covered170
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37566
Policy instance 1
Insurance contract or identification numberG37566
Number of Individuals Covered200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37566
Policy instance 1
Insurance contract or identification numberG37566
Number of Individuals Covered232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP2011
Policy instance 1
Insurance contract or identification numberGP2011
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,664
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37566
Policy instance 2
Insurance contract or identification numberG37566
Number of Individuals Covered345
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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