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APPLE TREE HOME HEALTH CARE 401K 401k Plan overview

Plan NameAPPLE TREE HOME HEALTH CARE 401K
Plan identification number 001

APPLE TREE HOME HEALTH CARE 401K Benefits

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

401k Sponsoring company profile

APPLE TREE HOME HEALTH CARE LLC has sponsored the creation of one or more 401k plans.

Company Name:APPLE TREE HOME HEALTH CARE LLC
Employer identification number (EIN):824603131
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLE TREE HOME HEALTH CARE 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LATANYA ANDERSON2024-07-15
0012022-01-01LATANYA ANDERSON2023-10-14
0012021-01-01LATANYA ANDERSON2022-06-06
0012020-01-01LATANYA ANDERSON2021-12-25

Financial Data on APPLE TREE HOME HEALTH CARE 401K

Measure Date Value
2024 : APPLE TREE HOME HEALTH CARE 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1543462
Net assets as of the end of the plan year2024-07-1587060
Total assets as of the beginning of the plan year2024-07-1556937
Value of plan covered by a fidelity bond2024-07-156000
Participant contributions to plan in this plan year2024-07-1562885
Value of participant loans at end of plan year2024-07-15507
Other income to plan in this plan year2024-07-1510700
Plan net income in this plan year2024-07-1530123
Net assets as of the end of the plan year2024-07-1587060
Net assets as of the beginning of the plan year2024-07-1556937
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15937
2022 : APPLE TREE HOME HEALTH CARE 401K 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-069688
Net assets as of the end of the plan year2022-06-068223
Total assets as of the beginning of the plan year2022-06-064255
Value of plan covered by a fidelity bond2022-06-061000
Participant contributions to plan in this plan year2022-06-0613024
Value of participant loans at end of plan year2022-06-060
Other income to plan in this plan year2022-06-06632
Plan net income in this plan year2022-06-063968
Net assets as of the end of the plan year2022-06-068223
Net assets as of the beginning of the plan year2022-06-064255
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-06284

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