?>
Logo

403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS
Plan identification number 007

403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

THE VISITING NURSE ASSOCIATION OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name:THE VISITING NURSE ASSOCIATION OF TEXAS
Employer identification number (EIN):750800692
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01THOMAS RICCIARDELLI CARLTON HOLLAND2018-10-08
0072016-01-01THOMAS RICCIARDELLI CARLTON HOLLAND2017-10-09
0072015-01-01CARLTON HOLLAND THOMAS RICCIARDELLI2016-10-14
0072014-01-01CARLTON HOLLAND THOMAS RICCIARDELLI2015-10-07
0072013-01-01CARLTON HOLLAND THOMAS RICCIARDELLI2014-10-14
0072012-01-01CARLTON HOLLAND THOMAS RICCIARDELLI2013-10-14
0072011-01-01CARLTON HOLLAND THOMAS RICCIARDELLI2012-10-11
0072009-01-01TARA SILVER-MALYSKA TARA SILVER-MALYSKA2010-10-15
0072009-01-01TARA SILVER-MALYSKA TARA SILVER-MALYSKA2010-10-15
0072009-01-01TARA SILVER-MALYSKA TARA SILVER-MALYSKA2011-11-18
0072007-01-01BARBARA MUNTZ BRAD DEWESE2010-07-27

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS

Measure Date Value
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2022 401k membership
Total participants, beginning-of-year2022-01-01314
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01309
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2021 401k membership
Total participants, beginning-of-year2021-01-01355
Total number of active participants reported on line 7a of the Form 55002021-01-01242
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01317
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2020 401k membership
Total participants, beginning-of-year2020-01-01366
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01355
Number of participants with account balances2020-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2019 401k membership
Total participants, beginning-of-year2019-01-01329
Total number of active participants reported on line 7a of the Form 55002019-01-01364
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01432
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01321
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01388
Number of participants with account balances2018-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2017 401k membership
Total participants, beginning-of-year2017-01-01313
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01254
Number of participants with account balances2017-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2016 401k membership
Total participants, beginning-of-year2016-01-01474
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01295
Number of participants with account balances2016-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2015 401k membership
Total participants, beginning-of-year2015-01-01412
Total number of active participants reported on line 7a of the Form 55002015-01-01239
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01412
Number of participants with account balances2015-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2014 401k membership
Total participants, beginning-of-year2014-01-01363
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01412
Number of participants with account balances2014-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2013 401k membership
Total participants, beginning-of-year2013-01-01443
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01159
Total of all active and inactive participants2013-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01363
Number of participants with account balances2013-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2012 401k membership
Total participants, beginning-of-year2012-01-01477
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01443
Number of participants with account balances2012-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2011 401k membership
Total participants, beginning-of-year2011-01-01499
Total number of active participants reported on line 7a of the Form 55002011-01-01356
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01112
Total of all active and inactive participants2011-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01477
Number of participants with account balances2011-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2009 401k membership
Total participants, beginning-of-year2009-01-01442
Total number of active participants reported on line 7a of the Form 55002009-01-01410
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01534
Number of participants with account balances2009-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,116,622
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,346,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,313,841
Expenses. Certain deemed distributions of participant loans2022-12-31$3,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,167,449
Value of total assets at end of year2022-12-31$14,580,825
Value of total assets at beginning of year2022-12-31$17,043,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,202
Total interest from all sources2022-12-31$27,284
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$194,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$194,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$695,729
Participant contributions at end of year2022-12-31$256,004
Participant contributions at beginning of year2022-12-31$242,060
Participant contributions at end of year2022-12-31$20,640
Participant contributions at beginning of year2022-12-31$21,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,794
Other income not declared elsewhere2022-12-31$12,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,463,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,580,825
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,043,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,749,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,552,986
Interest on participant loans2022-12-31$11,014
Interest earned on other investments2022-12-31$16,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,529,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,214,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,518,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$457,926
Employer contributions (assets) at end of year2022-12-31$25,371
Employer contributions (assets) at beginning of year2022-12-31$13,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,313,841
Contract administrator fees2022-12-31$29,202
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, LLC
Accountancy firm EIN2022-12-31750786316
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,244,723
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,213,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,182,616
Value of total corrective distributions2021-12-31$4,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,114,133
Value of total assets at end of year2021-12-31$17,043,843
Value of total assets at beginning of year2021-12-31$15,012,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,772
Total interest from all sources2021-12-31$27,795
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$148,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$148,542
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$687,606
Participant contributions at end of year2021-12-31$242,060
Participant contributions at beginning of year2021-12-31$244,959
Participant contributions at end of year2021-12-31$21,108
Participant contributions at beginning of year2021-12-31$25,596
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,030,932
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,043,843
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,012,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,552,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,990,780
Interest on participant loans2021-12-31$11,545
Interest earned on other investments2021-12-31$16,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,214,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,735,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,954,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$424,378
Employer contributions (assets) at end of year2021-12-31$13,563
Employer contributions (assets) at beginning of year2021-12-31$15,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,182,616
Contract administrator fees2021-12-31$26,772
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, LLC
Accountancy firm EIN2021-12-31750786316
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,895,904
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,032,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,007,306
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$3,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,281,201
Value of total assets at end of year2020-12-31$15,012,911
Value of total assets at beginning of year2020-12-31$13,149,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,325
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$35,488
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$181,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$181,320
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$741,251
Participant contributions at end of year2020-12-31$244,959
Participant contributions at beginning of year2020-12-31$250,159
Participant contributions at end of year2020-12-31$25,596
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$94,669
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$18,043
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,863,129
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,012,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,149,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,990,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,090,286
Interest on participant loans2020-12-31$14,895
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$20,593
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,735,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$809,337
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,379,852
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$445,281
Employer contributions (assets) at end of year2020-12-31$15,600
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,007,306
Contract administrator fees2020-12-31$22,325
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLC
Accountancy firm EIN2020-12-31700786316
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$3,139,270
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$982,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$955,286
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$5,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,097,541
Value of total assets at end of year2019-12-31$13,149,782
Value of total assets at beginning of year2019-12-31$10,992,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,492
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$23,272
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$174,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$174,509
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$646,299
Participant contributions at end of year2019-12-31$250,159
Participant contributions at beginning of year2019-12-31$195,415
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,156,842
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,149,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,992,940
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,090,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,936,338
Interest on participant loans2019-12-31$12,008
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$11,264
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$809,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$861,187
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,843,948
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$396,058
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$955,286
Contract administrator fees2019-12-31$21,492
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31WEAVER AND TIDWELL, LLC
Accountancy firm EIN2019-12-31750786316
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$386,255
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,763,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,741,993
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$881,241
Value of total assets at end of year2018-12-31$10,992,940
Value of total assets at beginning of year2018-12-31$12,370,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,463
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$18,043
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$149,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$149,354
Administrative expenses professional fees incurred2018-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$561,487
Participant contributions at end of year2018-12-31$195,415
Participant contributions at beginning of year2018-12-31$154,707
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,377,201
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,992,940
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,370,141
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,936,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,548,739
Interest on participant loans2018-12-31$9,681
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$8,362
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$861,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$666,695
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-662,383
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$310,523
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,741,993
Contract administrator fees2018-12-31$21,463
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31WEAVER AMD TIDWELL, LLC
Accountancy firm EIN2018-12-31750786316
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$2,501,896
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$912,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$891,025
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$949,023
Value of total assets at end of year2017-12-31$12,370,141
Value of total assets at beginning of year2017-12-31$10,780,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,770
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$14,676
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$144,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$144,792
Administrative expenses professional fees incurred2017-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$553,683
Participant contributions at end of year2017-12-31$154,707
Participant contributions at beginning of year2017-12-31$94,446
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,513
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,589,565
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,370,141
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,780,576
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,548,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,921,881
Interest on participant loans2017-12-31$5,351
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$9,325
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$666,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$739,836
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,393,405
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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$377,827
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$24,413
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$891,025
Contract administrator fees2017-12-31$20,770
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,086,825
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,287,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,265,368
Expenses. Certain deemed distributions of participant loans2016-12-31$437
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,070,468
Value of total assets at end of year2016-12-31$10,780,576
Value of total assets at beginning of year2016-12-31$10,981,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,085
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$12,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$132,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$132,697
Administrative expenses professional fees incurred2016-12-31$0
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$491,354
Participant contributions at end of year2016-12-31$94,446
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$150,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$252
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-14,986
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-201,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,780,576
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,981,641
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,921,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,259,173
Interest on participant loans2016-12-31$2,358
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$10,562
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$739,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,722,468
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,331,103
Net investment gain/loss from pooled separate accounts2016-12-31$-445,377
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$428,725
Employer contributions (assets) at end of year2016-12-31$24,413
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,265,116
Contract administrator fees2016-12-31$22,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-87,840
Total unrealized appreciation/depreciation of assets2015-12-31$-87,840
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$721,503
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,206,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,204,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$775,109
Value of total assets at end of year2015-12-31$10,981,641
Value of total assets at beginning of year2015-12-31$12,467,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,668
Total interest from all sources2015-12-31$28,692
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$394,113
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,648
Administrative expenses (other) incurred2015-12-31$2,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,485,366
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,981,641
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,467,007
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 pooled separate accounts at end of year2015-12-31$8,259,173
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,535,826
Interest earned on other investments2015-12-31$28,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,722,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,931,181
Net investment gain/loss from pooled separate accounts2015-12-31$5,542
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$326,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,204,201
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$43,336
Total unrealized appreciation/depreciation of assets2014-12-31$43,336
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$1,504,044
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,637,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,637,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$677,005
Value of total assets at end of year2014-12-31$12,467,007
Value of total assets at beginning of year2014-12-31$12,600,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$550
Total interest from all sources2014-12-31$29,315
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$357,263
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,241
Administrative expenses (other) incurred2014-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-133,907
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,467,007
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,600,914
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 pooled separate accounts at end of year2014-12-31$9,535,826
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,483,116
Interest earned on other investments2014-12-31$29,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,931,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,117,798
Net investment gain/loss from pooled separate accounts2014-12-31$754,388
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$291,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,637,401
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-155,450
Total unrealized appreciation/depreciation of assets2013-12-31$-155,450
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$2,690,767
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,822,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,821,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$777,146
Value of total assets at end of year2013-12-31$12,600,914
Value of total assets at beginning of year2013-12-31$12,732,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$600
Total interest from all sources2013-12-31$35,114
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$1,000,000
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$447,791
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,391
Administrative expenses (other) incurred2013-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-131,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,600,914
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,732,454
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 pooled separate accounts at end of year2013-12-31$9,483,116
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,262,549
Interest earned on other investments2013-12-31$35,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,117,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,469,905
Net investment gain/loss from pooled separate accounts2013-12-31$2,033,957
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$301,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,821,707
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,776
Total unrealized appreciation/depreciation of assets2012-12-31$15,776
Total income from all sources (including contributions)2012-12-31$2,201,631
Total of all expenses incurred2012-12-31$1,861,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,860,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,004,157
Value of total assets at end of year2012-12-31$12,732,454
Value of total assets at beginning of year2012-12-31$12,392,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$703
Total interest from all sources2012-12-31$54,632
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$1,000,000
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$581,399
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,933
Administrative expenses (other) incurred2012-12-31$703
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$340,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,732,454
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,392,365
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 pooled separate accounts at end of year2012-12-31$9,262,549
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,707,883
Interest earned on other investments2012-12-31$54,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,469,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,684,482
Net investment gain/loss from pooled separate accounts2012-12-31$1,127,066
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$407,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,860,839
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 name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$64,306
Total unrealized appreciation/depreciation of assets2011-12-31$64,306
Total income from all sources (including contributions)2011-12-31$1,205,025
Total of all expenses incurred2011-12-31$1,203,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,203,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,219,673
Value of total assets at end of year2011-12-31$12,392,365
Value of total assets at beginning of year2011-12-31$12,391,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$700
Total interest from all sources2011-12-31$63,590
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$631,532
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$152,498
Administrative expenses (other) incurred2011-12-31$700
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$1,114
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,392,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,391,251
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 pooled separate accounts at end of year2011-12-31$8,707,883
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,043,979
Interest earned on other investments2011-12-31$63,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,684,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,347,272
Net investment gain/loss from pooled separate accounts2011-12-31$-142,544
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$435,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,203,211
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$138,775
Total unrealized appreciation/depreciation of assets2010-12-31$138,775
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$2,841,964
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,935,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,935,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,380,476
Value of total assets at end of year2010-12-31$12,391,251
Value of total assets at beginning of year2010-12-31$12,485,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$96,458
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$667,995
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$164,821
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$27,111
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$264,623
Administrative expenses (other) incurred2010-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-93,870
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,391,251
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,485,121
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 pooled separate accounts at end of year2010-12-31$9,043,979
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,904,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$96,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,347,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,369,153
Net investment gain/loss from pooled separate accounts2010-12-31$1,226,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$447,858
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$19,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,935,334
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS

2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 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 benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 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 FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 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 FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 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 FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 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
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN FOR EMPLOYEES OF THE VISITING NURSE ASSOCIATION OF TEXAS 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered317
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered355
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered432
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered388
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered254
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 $666
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees666
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785B
Policy instance 1
Insurance contract or identification number010785B
Number of Individuals Covered412
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 $603
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 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 fees603
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785B
Policy instance 1
Insurance contract or identification number010785B
Number of Individuals Covered412
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 $2,407
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 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 fees2407
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785B
Policy instance 1
Insurance contract or identification number010785B
Number of Individuals Covered363
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,383
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 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 fees3383
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785B
Policy instance 1
Insurance contract or identification number010785B
Number of Individuals Covered443
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,034
Contracts With Unallocated Funds Deposit Administration1
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 fees1508
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785B
Policy instance 1
Insurance contract or identification number010785B
Number of Individuals Covered477
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $4,123
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number010785-B
Policy instance 1
Insurance contract or identification number010785-B
Number of Individuals Covered499
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,111
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

Potentially related plans

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

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

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

See full terms and conditions

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