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403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.
Plan identification number 001

403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY ELDERCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY ELDERCARE, INC.
Employer identification number (EIN):742286387
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about FAMILY ELDERCARE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1982-08-13
Company Identification Number: 0061863001
Legal Registered Office Address: 1700 RUTHERFORD LN

AUSTIN
United States of America (USA)
78754

More information about FAMILY ELDERCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC MARIN2023-09-12
0012021-01-01CHERYL DUNN2022-07-28
0012020-01-01CHERYL DUNN2021-10-05
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CHERYL DUNN CHERYL DUNN2018-10-11
0012016-01-01LARRY DUNN
0012015-01-01LARRY DUNN
0012015-01-01 LARRY DUNN2016-10-17
0012014-01-01LARRY DUNN LARRY DUNN2015-10-15
0012013-01-01LARRY DUNN LARRY DUNN2014-10-15
0012012-01-01KEVIN RYAN KEVIN RYAN2013-10-15
0012011-01-01PAULA HARMON
0012010-01-01PAULA HARMON PAULA HARMON2012-04-09

Plan Statistics for 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.

Measure Date Value
2019: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0192
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01101
Total number of active participants reported on line 7a of the Form 55002018-01-0171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01106
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01103
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01156
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01129
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01125
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01118
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01155
Number of participants with account balances2010-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.

Measure Date Value
2019 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total income from all sources (including contributions)2019-12-31$700,836
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$164,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$164,221
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$353,056
Value of total assets at end of year2019-12-31$2,785,890
Value of total assets at beginning of year2019-12-31$2,249,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$405
Total interest from all sources2019-12-31$13,753
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$156,130
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,251
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110,098
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$405
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$536,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,785,890
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,249,680
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,004,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,465,580
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$13,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$781,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$782,849
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$334,027
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$164,221
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 name2019-12-31PEGGY S EDGE, CPA, LLC
Accountancy firm EIN2019-12-31264527814
2018 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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$0
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$142,058
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$127,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$126,788
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$234,682
Value of total assets at end of year2018-12-31$2,249,680
Value of total assets at beginning of year2018-12-31$2,234,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$490
Total interest from all sources2018-12-31$7,559
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 bond2018-12-31No
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$135,324
Participant contributions at end of year2018-12-31$1,251
Participant contributions at beginning of year2018-12-31$2,962
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,428
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$490
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$14,780
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,249,680
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,234,900
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$1,465,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,500,202
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$7,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$782,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$731,736
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-100,183
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$66,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$126,788
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 name2018-12-31PEGGY S EDGE, CPA, LLC
Accountancy firm EIN2018-12-31264527814
2017 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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$394,560
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$98,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$97,536
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$173,587
Value of total assets at end of year2017-12-31$2,234,900
Value of total assets at beginning of year2017-12-31$1,938,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$503
Total interest from all sources2017-12-31$6,554
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$2,000,000
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$109,602
Participant contributions at end of year2017-12-31$2,962
Participant contributions at beginning of year2017-12-31$1,170
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,532
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$503
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$296,521
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,234,900
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,938,379
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$1,500,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,748,329
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$6,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$731,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$188,880
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$214,419
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$54,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$97,536
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 name2017-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2017-12-31264527814
2016 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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$334,939
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$46,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,529
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$171,063
Value of total assets at end of year2016-12-31$1,938,379
Value of total assets at beginning of year2016-12-31$1,650,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$457
Total interest from all sources2016-12-31$1,768
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$2,000,000
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$113,632
Participant contributions at end of year2016-12-31$1,170
Participant contributions at beginning of year2016-12-31$2,443
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$457
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$287,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,938,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,650,426
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$1,748,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,487,284
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$1,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$188,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$160,699
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$162,108
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$57,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,529
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 name2016-12-31PEGGY S. EDGE, CPA LLC
Accountancy firm EIN2016-12-31264527814
2015 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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$198,961
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$206,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$205,823
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$226,034
Value of total assets at end of year2015-12-31$1,650,426
Value of total assets at beginning of year2015-12-31$1,657,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$527
Total interest from all sources2015-12-31$1,514
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$2,000,000
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$118,771
Participant contributions at end of year2015-12-31$2,443
Participant contributions at beginning of year2015-12-31$1,654
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,362
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,389
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,650,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,657,815
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$1,487,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,516,445
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$1,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$160,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$139,716
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-28,587
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$51,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$205,823
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 name2015-12-31S. PATRICIA WHITE, CPA PC
Accountancy firm EIN2015-12-31331212196
2014 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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$288,047
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,848
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$185,371
Value of total assets at end of year2014-12-31$1,657,815
Value of total assets at beginning of year2014-12-31$1,392,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$573
Total interest from all sources2014-12-31$1,306
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$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$106,447
Participant contributions at end of year2014-12-31$1,654
Participant contributions at beginning of year2014-12-31$3,123
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,378
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$573
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$265,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,657,815
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,392,189
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$1,516,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,274,785
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$1,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$139,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$114,281
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$101,370
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$64,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,848
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 name2014-12-31S. PATRICIA WHITE, CPA PC
Accountancy firm EIN2014-12-31331212196
2013 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$430,386
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$65,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$56,089
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$204,648
Value of total assets at end of year2013-12-31$1,392,189
Value of total assets at beginning of year2013-12-31$1,027,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,673
Total interest from all sources2013-12-31$1,040
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,686
Participant contributions at end of year2013-12-31$3,123
Participant contributions at beginning of year2013-12-31$5,727
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,479
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$9,673
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$364,624
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,392,189
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,027,565
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$1,274,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$931,606
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$1,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$114,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$90,232
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$224,698
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$52,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$56,089
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 name2013-12-31ANNA SWENSON, PLLC
Accountancy firm EIN2013-12-31045304864
2012 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$233,347
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$26,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,617
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$129,599
Value of total assets at end of year2012-12-31$1,027,565
Value of total assets at beginning of year2012-12-31$820,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,829
Total interest from all sources2012-12-31$1,552
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$80,158
Participant contributions at end of year2012-12-31$5,727
Participant contributions at beginning of year2012-12-31$4,557
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,550
Other income not declared elsewhere2012-12-31$6,232
Administrative expenses (other) incurred2012-12-31$9,829
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$206,901
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,027,565
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$820,664
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$931,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$717,277
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$1,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$90,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$98,830
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$95,964
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$42,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,617
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 name2012-12-31ANNA SWENSON, CPA, PLLC
Accountancy firm EIN2012-12-31045304864
2011 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$112,647
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$60,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,896
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$109,644
Value of total assets at end of year2011-12-31$820,664
Value of total assets at beginning of year2011-12-31$768,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,050
Total interest from all sources2011-12-31$1,935
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$66,042
Participant contributions at end of year2011-12-31$4,557
Participant contributions at beginning of year2011-12-31$627
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$12,511
Administrative expenses (other) incurred2011-12-31$26,050
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$51,701
Value of net assets at end of year (total assets less liabilities)2011-12-31$820,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$768,963
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$717,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$678,272
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$1,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$98,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$90,064
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-11,443
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$43,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,896
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 name2011-12-31ANNA SWENSON, CPA, PLLC
Accountancy firm EIN2011-12-31045304864
2010 : 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$161,125
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$461,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$454,862
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$61,268
Value of total assets at end of year2010-12-31$768,963
Value of total assets at beginning of year2010-12-31$1,069,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,847
Total interest from all sources2010-12-31$2,756
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$54,349
Participant contributions at end of year2010-12-31$627
Participant contributions at beginning of year2010-12-31$44,468
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,041
Other income not declared elsewhere2010-12-31$3,044
Administrative expenses (other) incurred2010-12-31$6,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-300,584
Value of net assets at end of year (total assets less liabilities)2010-12-31$768,963
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,069,547
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$678,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$773,276
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$2,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$90,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$251,803
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$94,057
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$4,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$454,862
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

Form 5500 Responses for 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC.

2019: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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 benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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 benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 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 benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF FAMILY ELDERCARE, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020133I
Policy instance 1
Insurance contract or identification number020133I
Number of Individuals Covered84
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $979
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 Administration1
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 fees979
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number020133I
Policy instance 1
Insurance contract or identification number020133I
Number of Individuals Covered72
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 $255
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 Administration1
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 fees255
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE

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