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HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 401k Plan overview

Plan NameHOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)
Plan identification number 003

HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HOSPICE OF THE VALLEY has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF THE VALLEY
Employer identification number (EIN):860338886
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about HOSPICE OF THE VALLEY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1104414

More information about HOSPICE OF THE VALLEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01DEBORAH SHUMWAY
0032023-01-01
0032023-01-01DEBORAH SHUMWAY
0032022-01-01
0032022-01-01DEBORAH SHUMWAY
0032021-01-01
0032021-01-01DEBORAH SHUMWAY
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DEBORAH SHUMWAY
0032016-01-01DEBORAH SHUMWAY
0032015-01-01DEBORAH SHUMWAY
0032014-01-01DEBORAH SHUMWAY
0032013-01-01DEBORAH SHUMWAY
0032012-01-01DEBORAH SHUMWAY DEBORAH SHUMWAY2013-10-15
0032011-01-01DEBORAH SHUMWAY DEBORAH SHUMWAY2012-10-10
0032010-01-01DEBORAH SHUMWAY DEBORAH SHUMWAY2011-10-14
0032009-01-01DEBBIE SHUMWAY DEBBIE SHUMWAY2010-10-06

Plan Statistics for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

401k plan membership statisitcs for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

Measure Date Value
2023: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2023 401k membership
Total participants, beginning-of-year2023-01-011,924
Total number of active participants reported on line 7a of the Form 55002023-01-011,747
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01317
Total of all active and inactive participants2023-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-012,071
Number of participants with account balances2023-01-011,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0160
2022: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2022 401k membership
Total participants, beginning-of-year2022-01-011,814
Total number of active participants reported on line 7a of the Form 55002022-01-011,599
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01321
Total of all active and inactive participants2022-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,924
Number of participants with account balances2022-01-011,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2021 401k membership
Total participants, beginning-of-year2021-01-011,769
Total number of active participants reported on line 7a of the Form 55002021-01-011,510
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01301
Total of all active and inactive participants2021-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,814
Number of participants with account balances2021-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0163
2020: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2020 401k membership
Total participants, beginning-of-year2020-01-011,717
Total number of active participants reported on line 7a of the Form 55002020-01-011,491
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01274
Total of all active and inactive participants2020-01-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,769
Number of participants with account balances2020-01-011,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0154
2019: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2019 401k membership
Total participants, beginning-of-year2019-01-011,638
Total number of active participants reported on line 7a of the Form 55002019-01-011,454
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01261
Total of all active and inactive participants2019-01-011,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,717
Number of participants with account balances2019-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0142
2018: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2018 401k membership
Total participants, beginning-of-year2018-01-011,689
Total number of active participants reported on line 7a of the Form 55002018-01-011,383
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01252
Total of all active and inactive participants2018-01-011,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,638
Number of participants with account balances2018-01-011,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0150
2017: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2017 401k membership
Total participants, beginning-of-year2017-01-011,624
Total number of active participants reported on line 7a of the Form 55002017-01-011,399
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01285
Total of all active and inactive participants2017-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,689
Number of participants with account balances2017-01-011,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2016 401k membership
Total participants, beginning-of-year2016-01-011,567
Total number of active participants reported on line 7a of the Form 55002016-01-011,370
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01251
Total of all active and inactive participants2016-01-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,624
Number of participants with account balances2016-01-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2015 401k membership
Total participants, beginning-of-year2015-01-011,600
Total number of active participants reported on line 7a of the Form 55002015-01-011,300
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01264
Total of all active and inactive participants2015-01-011,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,567
Number of participants with account balances2015-01-011,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2014 401k membership
Total participants, beginning-of-year2014-01-011,754
Total number of active participants reported on line 7a of the Form 55002014-01-011,385
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01211
Total of all active and inactive participants2014-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,600
Number of participants with account balances2014-01-011,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0173
2013: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2013 401k membership
Total participants, beginning-of-year2013-01-011,996
Total number of active participants reported on line 7a of the Form 55002013-01-011,521
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01231
Total of all active and inactive participants2013-01-011,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,754
Number of participants with account balances2013-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01110
2012: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2012 401k membership
Total participants, beginning-of-year2012-01-011,988
Total number of active participants reported on line 7a of the Form 55002012-01-011,876
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01118
Total of all active and inactive participants2012-01-011,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,996
Number of participants with account balances2012-01-011,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01120
2011: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2011 401k membership
Total participants, beginning-of-year2011-01-011,804
Total number of active participants reported on line 7a of the Form 55002011-01-011,854
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-011,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,957
Number of participants with account balances2011-01-011,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0165
2010: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2010 401k membership
Total participants, beginning-of-year2010-01-011,828
Total number of active participants reported on line 7a of the Form 55002010-01-011,687
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01101
Total of all active and inactive participants2010-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,791
Number of participants with account balances2010-01-011,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01112
2009: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2009 401k membership
Total participants, beginning-of-year2009-01-011,766
Total number of active participants reported on line 7a of the Form 55002009-01-011,640
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01286
Total of all active and inactive participants2009-01-011,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,929
Number of participants with account balances2009-01-011,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01129

Financial Data on HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

Measure Date Value
2024 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2024 401k financial data
Total income from all sources (including contributions)2024-01-01$26,410,543
Total of all expenses incurred2024-01-01$9,377,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$9,142,439
Expenses. Certain deemed distributions of participant loans2024-01-01$22,255
Value of total corrective distributions2024-01-01$1,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$12,941,052
Value of total assets at end of year2024-01-01$129,995,297
Value of total assets at beginning of year2024-01-01$112,962,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$211,343
Total interest from all sources2024-01-01$175,968
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$4,516,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$4,516,856
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$1,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$8,957,974
Participant contributions at end of year2024-01-01$2,273,331
Participant contributions at beginning of year2024-01-01$2,139,526
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$290,480
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$1,499,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$17,033,159
Value of net assets at end of year (total assets less liabilities)2024-01-01$129,995,297
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$112,962,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$44,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$120,506,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$103,265,400
Interest on participant loans2024-01-01$175,968
Value of interest in common/collective trusts at end of year2024-01-01$4,731,542
Value of interest in common/collective trusts at beginning of year2024-01-01$5,081,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$8,593,895
Net investment gain or loss from common/collective trusts2024-01-01$182,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$2,483,662
Employer contributions (assets) at end of year2024-01-01$2,484,231
Employer contributions (assets) at beginning of year2024-01-01$2,185,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$9,142,439
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01CBIZ CPAS P.C.
Accountancy firm EIN2024-01-01431947695
2023 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$26,332,134
Total of all expenses incurred2023-12-31$9,378,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,155,023
Expenses. Certain deemed distributions of participant loans2023-12-31$20,378
Value of total corrective distributions2023-12-31$7,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,677,608
Value of total assets at end of year2023-12-31$112,962,138
Value of total assets at beginning of year2023-12-31$96,008,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$196,127
Total interest from all sources2023-12-31$113,270
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,754,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,754,482
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,973,083
Participant contributions at end of year2023-12-31$2,139,526
Participant contributions at beginning of year2023-12-31$1,891,261
Participant contributions at end of year2023-12-31$290,480
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$519,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$16,953,320
Value of net assets at end of year (total assets less liabilities)2023-12-31$112,962,138
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$96,008,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$40,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$103,265,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$87,593,412
Interest on participant loans2023-12-31$113,270
Value of interest in common/collective trusts at end of year2023-12-31$5,081,238
Value of interest in common/collective trusts at beginning of year2023-12-31$4,461,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,671,836
Net investment gain or loss from common/collective trusts2023-12-31$114,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,185,494
Employer contributions (assets) at end of year2023-12-31$2,185,494
Employer contributions (assets) at beginning of year2023-12-31$2,062,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,155,023
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
Total income from all sources (including contributions)2023-01-01$26,332,134
Total of all expenses incurred2023-01-01$9,378,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,155,023
Expenses. Certain deemed distributions of participant loans2023-01-01$20,378
Value of total corrective distributions2023-01-01$7,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$10,677,608
Value of total assets at end of year2023-01-01$112,962,138
Value of total assets at beginning of year2023-01-01$96,008,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$196,127
Total interest from all sources2023-01-01$113,270
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,754,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,754,482
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$7,973,083
Participant contributions at end of year2023-01-01$2,139,526
Participant contributions at beginning of year2023-01-01$1,891,261
Participant contributions at end of year2023-01-01$290,480
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$519,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$16,953,320
Value of net assets at end of year (total assets less liabilities)2023-01-01$112,962,138
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$96,008,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$40,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$103,265,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$87,593,412
Interest on participant loans2023-01-01$113,270
Value of interest in common/collective trusts at end of year2023-01-01$5,081,238
Value of interest in common/collective trusts at beginning of year2023-01-01$4,461,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$12,671,836
Net investment gain or loss from common/collective trusts2023-01-01$114,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,185,494
Employer contributions (assets) at end of year2023-01-01$2,185,494
Employer contributions (assets) at beginning of year2023-01-01$2,062,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$9,155,023
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CBIZ CPAS P.C.
Accountancy firm EIN2023-01-01431947695
2022 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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$0
Total income from all sources (including contributions)2022-12-31$-6,545,490
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,123,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,926,429
Expenses. Certain deemed distributions of participant loans2022-12-31$4,829
Value of total corrective distributions2022-12-31$7,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,195,463
Value of total assets at end of year2022-12-31$96,008,818
Value of total assets at beginning of year2022-12-31$110,677,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,359
Total interest from all sources2022-12-31$102,048
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,245,702
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$3,245,702
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$7,434,229
Participant contributions at end of year2022-12-31$1,891,261
Participant contributions at beginning of year2022-12-31$1,928,927
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$251,544
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$698,802
Administrative expenses (other) incurred2022-12-31$151,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,668,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$96,008,818
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$110,677,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,593,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$102,760,519
Interest on participant loans2022-12-31$102,048
Value of interest in common/collective trusts at end of year2022-12-31$4,461,713
Value of interest in common/collective trusts at beginning of year2022-12-31$3,775,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,167,708
Net investment gain or loss from common/collective trusts2022-12-31$79,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,062,432
Employer contributions (assets) at end of year2022-12-31$2,062,432
Employer contributions (assets) at beginning of year2022-12-31$1,961,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,926,429
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 name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-6,545,490
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$8,123,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,926,429
Expenses. Certain deemed distributions of participant loans2022-01-01$4,829
Value of total corrective distributions2022-01-01$7,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$10,195,463
Value of total assets at end of year2022-01-01$96,008,818
Value of total assets at beginning of year2022-01-01$110,677,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$184,359
Total interest from all sources2022-01-01$102,048
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,245,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,245,702
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$7,434,229
Participant contributions at end of year2022-01-01$1,891,261
Participant contributions at beginning of year2022-01-01$1,928,927
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$251,544
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$698,802
Administrative expenses (other) incurred2022-01-01$151,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-14,668,978
Value of net assets at end of year (total assets less liabilities)2022-01-01$96,008,818
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$110,677,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$32,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$87,593,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$102,760,519
Interest on participant loans2022-01-01$102,048
Value of interest in common/collective trusts at end of year2022-01-01$4,461,713
Value of interest in common/collective trusts at beginning of year2022-01-01$3,775,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-20,167,708
Net investment gain or loss from common/collective trusts2022-01-01$79,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,062,432
Employer contributions (assets) at end of year2022-01-01$2,062,432
Employer contributions (assets) at beginning of year2022-01-01$1,961,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,926,429
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-01-01431947695
2021 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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$21,540,260
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,662,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,494,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,991,113
Value of total assets at end of year2021-12-31$110,677,796
Value of total assets at beginning of year2021-12-31$96,799,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,238
Total interest from all sources2021-12-31$95,975
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,255,837
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$3,255,837
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$7,033,793
Participant contributions at end of year2021-12-31$1,928,927
Participant contributions at beginning of year2021-12-31$1,903,974
Participant contributions at end of year2021-12-31$251,544
Participant contributions at beginning of year2021-12-31$1,661
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$996,165
Administrative expenses (other) incurred2021-12-31$134,095
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$13,877,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,677,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,799,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$102,760,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,073,559
Interest on participant loans2021-12-31$95,975
Value of interest in common/collective trusts at end of year2021-12-31$3,775,651
Value of interest in common/collective trusts at beginning of year2021-12-31$4,902,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,141,863
Net investment gain or loss from common/collective trusts2021-12-31$55,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,961,155
Employer contributions (assets) at end of year2021-12-31$1,961,155
Employer contributions (assets) at beginning of year2021-12-31$1,918,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,494,119
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,186,460
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,268,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,096,350
Value of total corrective distributions2020-12-31$5,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,355,727
Value of total assets at end of year2020-12-31$96,799,893
Value of total assets at beginning of year2020-12-31$84,881,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166,670
Total interest from all sources2020-12-31$114,639
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,460,546
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$2,460,546
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
Contributions received from participants2020-12-31$6,717,924
Participant contributions at end of year2020-12-31$1,903,974
Participant contributions at beginning of year2020-12-31$1,874,928
Participant contributions at end of year2020-12-31$1,661
Participant contributions at beginning of year2020-12-31$619
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$719,133
Administrative expenses (other) incurred2020-12-31$133,001
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$11,918,106
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,799,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,881,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,073,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$79,484,052
Interest on participant loans2020-12-31$114,639
Value of interest in common/collective trusts at end of year2020-12-31$4,902,029
Value of interest in common/collective trusts at beginning of year2020-12-31$1,830,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,175,529
Net investment gain or loss from common/collective trusts2020-12-31$80,019
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$1,918,670
Employer contributions (assets) at end of year2020-12-31$1,918,670
Employer contributions (assets) at beginning of year2020-12-31$1,691,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,096,350
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,133,784
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,166,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,011,107
Expenses. Certain deemed distributions of participant loans2019-12-31$1,694
Value of total corrective distributions2019-12-31$250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,672,904
Value of total assets at end of year2019-12-31$84,881,787
Value of total assets at beginning of year2019-12-31$70,914,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,881
Total interest from all sources2019-12-31$99,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,274,343
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$2,274,343
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
Contributions received from participants2019-12-31$6,101,641
Participant contributions at end of year2019-12-31$1,874,928
Participant contributions at beginning of year2019-12-31$1,620,043
Participant contributions at end of year2019-12-31$619
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$874,710
Administrative expenses (other) incurred2019-12-31$120,784
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$323
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$13,966,852
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,881,787
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,914,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,484,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,602,940
Interest on participant loans2019-12-31$99,292
Value of interest in common/collective trusts at end of year2019-12-31$1,830,345
Value of interest in common/collective trusts at beginning of year2019-12-31$2,051,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,048,731
Net investment gain or loss from common/collective trusts2019-12-31$38,514
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$1,696,553
Employer contributions (assets) at end of year2019-12-31$1,691,843
Employer contributions (assets) at beginning of year2019-12-31$1,640,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,011,107
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,135,186
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,365,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,213,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,882,419
Value of total assets at end of year2018-12-31$70,914,935
Value of total assets at beginning of year2018-12-31$74,145,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,994
Total interest from all sources2018-12-31$86,271
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,338,725
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$3,338,725
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,707,484
Participant contributions at end of year2018-12-31$1,620,043
Participant contributions at beginning of year2018-12-31$1,681,125
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,346
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$532,903
Administrative expenses (other) incurred2018-12-31$119,045
Total non interest bearing cash at end of year2018-12-31$323
Total non interest bearing cash at beginning of year2018-12-31$227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,230,074
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,914,935
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,145,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$65,602,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,420,501
Interest on participant loans2018-12-31$86,271
Value of interest in common/collective trusts at end of year2018-12-31$2,051,525
Value of interest in common/collective trusts at beginning of year2018-12-31$1,533,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,201,888
Net investment gain or loss from common/collective trusts2018-12-31$29,659
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$1,642,032
Employer contributions (assets) at end of year2018-12-31$1,640,104
Employer contributions (assets) at beginning of year2018-12-31$1,508,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,213,266
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,300,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,243,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,082,753
Value of total corrective distributions2017-12-31$48
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,939,742
Value of total assets at end of year2017-12-31$74,145,009
Value of total assets at beginning of year2017-12-31$63,087,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,230
Total interest from all sources2017-12-31$76,149
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,761,112
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$2,761,112
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,092,497
Participant contributions at end of year2017-12-31$1,681,125
Participant contributions at beginning of year2017-12-31$1,545,753
Participant contributions at end of year2017-12-31$1,346
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$335,496
Administrative expenses (other) incurred2017-12-31$127,730
Total non interest bearing cash at end of year2017-12-31$227
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$11,057,647
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,145,009
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,087,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,420,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,252,775
Interest on participant loans2017-12-31$76,149
Value of interest in common/collective trusts at end of year2017-12-31$1,533,243
Value of interest in common/collective trusts at beginning of year2017-12-31$1,841,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,492,522
Net investment gain or loss from common/collective trusts2017-12-31$31,153
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$1,511,749
Employer contributions (assets) at end of year2017-12-31$1,508,567
Employer contributions (assets) at beginning of year2017-12-31$1,446,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,082,753
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,923,676
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,493,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,340,625
Value of total corrective distributions2016-12-31$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,960,039
Value of total assets at end of year2016-12-31$63,087,362
Value of total assets at beginning of year2016-12-31$59,657,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152,853
Total interest from all sources2016-12-31$63,981
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,646,470
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$1,646,470
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$4,813,504
Participant contributions at end of year2016-12-31$1,545,753
Participant contributions at beginning of year2016-12-31$1,442,698
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$738
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$699,700
Administrative expenses (other) incurred2016-12-31$120,353
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,430,134
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,087,362
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,657,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,252,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,859,346
Interest on participant loans2016-12-31$63,981
Value of interest in common/collective trusts at end of year2016-12-31$1,841,999
Value of interest in common/collective trusts at beginning of year2016-12-31$1,986,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,228,047
Net investment gain or loss from common/collective trusts2016-12-31$25,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,446,835
Employer contributions (assets) at end of year2016-12-31$1,446,835
Employer contributions (assets) at beginning of year2016-12-31$1,367,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,340,625
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,957,623
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,456,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,328,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,439,517
Value of total assets at end of year2015-12-31$59,657,228
Value of total assets at beginning of year2015-12-31$62,155,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$127,632
Total interest from all sources2015-12-31$64,025
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,843,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,843,126
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,876,182
Participant contributions at end of year2015-12-31$1,442,698
Participant contributions at beginning of year2015-12-31$1,505,687
Participant contributions at end of year2015-12-31$738
Participant contributions at beginning of year2015-12-31$217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$196,008
Administrative expenses (other) incurred2015-12-31$86,002
Total non interest bearing cash at end of year2015-12-31$154
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,498,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,657,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,155,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,859,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,039,144
Interest on participant loans2015-12-31$64,025
Value of interest in common/collective trusts at end of year2015-12-31$1,986,965
Value of interest in common/collective trusts at beginning of year2015-12-31$1,068,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,399,950
Net investment gain or loss from common/collective trusts2015-12-31$10,905
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$1,367,327
Employer contributions (assets) at end of year2015-12-31$1,367,327
Employer contributions (assets) at beginning of year2015-12-31$1,542,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,328,681
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,807,497
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,886,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,763,787
Value of total corrective distributions2014-12-31$720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,861,966
Value of total assets at end of year2014-12-31$62,155,918
Value of total assets at beginning of year2014-12-31$60,234,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,860
Total interest from all sources2014-12-31$60,070
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,191,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,191,514
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,020,574
Participant contributions at end of year2014-12-31$1,505,687
Participant contributions at beginning of year2014-12-31$1,416,647
Participant contributions at end of year2014-12-31$217
Participant contributions at beginning of year2014-12-31$183
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$293,863
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$88,885
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$1,921,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,155,918
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,234,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$32,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,039,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,010,848
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$60,070
Value of interest in common/collective trusts at end of year2014-12-31$1,068,064
Value of interest in common/collective trusts at beginning of year2014-12-31$1,145,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,688,925
Net investment gain or loss from common/collective trusts2014-12-31$5,022
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$1,547,529
Employer contributions (assets) at end of year2014-12-31$1,542,806
Employer contributions (assets) at beginning of year2014-12-31$1,662,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,763,787
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,191,811
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,188,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,021,938
Expenses. Certain deemed distributions of participant loans2013-12-31$78,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,161,063
Value of total assets at end of year2013-12-31$60,234,788
Value of total assets at beginning of year2013-12-31$54,231,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,073
Total interest from all sources2013-12-31$57,861
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,092,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,092,695
Administrative expenses professional fees incurred2013-12-31$42,172
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$5,770,289
Participant contributions at end of year2013-12-31$1,416,647
Participant contributions at beginning of year2013-12-31$1,337,570
Participant contributions at end of year2013-12-31$183
Participant contributions at beginning of year2013-12-31$221,370
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$728,423
Administrative expenses (other) incurred2013-12-31$14,636
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$6,003,510
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,234,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,231,278
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
Investment advisory and management fees2013-12-31$31,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,010,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,972,457
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,456,073
Interest on participant loans2013-12-31$57,861
Value of interest in common/collective trusts at end of year2013-12-31$1,145,095
Value of interest in common/collective trusts at beginning of year2013-12-31$6,425,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,775,527
Net investment gain/loss from pooled separate accounts2013-12-31$223,966
Net investment gain or loss from common/collective trusts2013-12-31$-119,301
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$1,662,351
Employer contributions (assets) at end of year2013-12-31$1,662,015
Employer contributions (assets) at beginning of year2013-12-31$1,818,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,021,938
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,023,152
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,208,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,055,091
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,260,349
Value of total assets at end of year2012-12-31$54,231,278
Value of total assets at beginning of year2012-12-31$44,416,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$153,612
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$49,198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,351,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,351,503
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$5,781,672
Participant contributions at end of year2012-12-31$1,337,570
Participant contributions at beginning of year2012-12-31$1,133,413
Participant contributions at end of year2012-12-31$221,370
Participant contributions at beginning of year2012-12-31$202,854
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$660,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$369
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,814,449
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,231,278
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,416,829
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
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 year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$48,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,972,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,320,606
Value of interest in pooled separate accounts at end of year2012-12-31$1,456,073
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,433,159
Interest on participant loans2012-12-31$49,198
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$6,425,479
Value of interest in common/collective trusts at beginning of year2012-12-31$5,672,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,045,169
Net investment gain/loss from pooled separate accounts2012-12-31$219,780
Net investment gain or loss from common/collective trusts2012-12-31$97,153
Net gain/loss from 103.12 investment entities2012-12-31$0
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$1,818,329
Employer contributions (assets) at end of year2012-12-31$1,818,329
Employer contributions (assets) at beginning of year2012-12-31$1,654,470
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,054,722
Contract administrator fees2012-12-31$104,620
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,593,996
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,040,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,883,511
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,464,303
Value of total assets at end of year2011-12-31$44,416,829
Value of total assets at beginning of year2011-12-31$40,863,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$157,256
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$41,190
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,139,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,139,857
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$5,263,498
Participant contributions at end of year2011-12-31$1,133,413
Participant contributions at beginning of year2011-12-31$819,957
Participant contributions at end of year2011-12-31$202,854
Participant contributions at beginning of year2011-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$550,658
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,125
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,553,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,416,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,863,769
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
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 year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$58,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,320,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,355,858
Value of interest in pooled separate accounts at end of year2011-12-31$1,433,159
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,510,398
Interest on participant loans2011-12-31$41,190
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$5,672,327
Value of interest in common/collective trusts at beginning of year2011-12-31$4,615,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,148,539
Net investment gain/loss from pooled separate accounts2011-12-31$-29,278
Net investment gain or loss from common/collective trusts2011-12-31$125,338
Net gain/loss from 103.12 investment entities2011-12-31$0
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$1,650,147
Employer contributions (assets) at end of year2011-12-31$1,654,470
Employer contributions (assets) at beginning of year2011-12-31$1,561,595
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,882,260
Contract administrator fees2011-12-31$99,098
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,685,147
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,324,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,153,964
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,501,944
Value of total assets at end of year2010-12-31$40,863,769
Value of total assets at beginning of year2010-12-31$32,502,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$170,267
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$38,695
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$820,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$820,639
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,742,252
Participant contributions at end of year2010-12-31$819,957
Participant contributions at beginning of year2010-12-31$753,123
Participant contributions at end of year2010-12-31$15
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$198,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$207
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$390
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,360,916
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,863,769
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,502,853
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
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 year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$68,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,355,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,818,938
Value of interest in pooled separate accounts at end of year2010-12-31$1,510,398
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,579,830
Interest on participant loans2010-12-31$38,695
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$4,615,946
Value of interest in common/collective trusts at beginning of year2010-12-31$6,798,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,920,501
Net investment gain/loss from pooled separate accounts2010-12-31$258,446
Net investment gain or loss from common/collective trusts2010-12-31$144,532
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,561,595
Employer contributions (assets) at end of year2010-12-31$1,561,595
Employer contributions (assets) at beginning of year2010-12-31$1,552,722
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,153,757
Contract administrator fees2010-12-31$101,881
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

2023: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450238
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450238
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450238
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450238
Policy instance 1

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