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WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN
Plan identification number 001

WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

WILLAMETTE VALLEY HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLAMETTE VALLEY HOSPICE, INC.
Employer identification number (EIN):930738493
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about WILLAMETTE VALLEY HOSPICE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1978-08-10
Company Identification Number: 13042916
Legal Registered Office Address: 1011 COMMERCIAL ST NE

SALEM
United States of America (USA)
97301

More information about WILLAMETTE VALLEY HOSPICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01IRIA NISHIMURA2023-10-11
0012021-01-01IRIA NISHIMURA2022-10-12
0012020-01-01IRIA NISHIMURA2021-10-13
0012019-01-01IRIA NISHIMURA2020-09-23
0012018-01-01IRIA NISHIMURA2019-09-12
0012017-01-01
0012016-01-01
0012015-01-01PAMELA R. MATTHEWS
0012015-01-01
0012014-01-01PAMELA R. MATTHEWS
0012013-01-01PAMELA R MATTHEWS
0012012-01-01PAMELA R MATTHEWS2013-07-30
0012011-01-01PAMELA R MATTHEWS2012-07-30
0012010-01-01PAMELA MATTHEWS2011-06-10 PAMELA MATTHEWS2011-06-10

Plan Statistics for WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN

Measure Date Value
2022: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01165
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01148
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01152
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01133
Total participants2013-01-01133
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN

Measure Date Value
2022 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-413,797
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,463,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,454,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$760,649
Value of total assets at end of year2022-12-31$6,013,721
Value of total assets at beginning of year2022-12-31$7,890,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,557
Total interest from all sources2022-12-31$1,136
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$216,391
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$216,391
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$523,072
Participant contributions at end of year2022-12-31$18,842
Total non interest bearing cash at end of year2022-12-31$1
Total non interest bearing cash at beginning of year2022-12-31$22,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,877,269
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,013,721
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,890,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,941,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,660,840
Interest earned on other investments2022-12-31$1,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$207,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,391,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$237,577
Employer contributions (assets) at end of year2022-12-31$9,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,454,915
Contract administrator fees2022-12-31$8,557
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 name2022-12-31ALDRICH CPAS AND ADVISORS
Accountancy firm EIN2022-12-31930623286
2021 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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$1,737,455
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,032,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,031,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$715,047
Value of total assets at end of year2021-12-31$7,890,990
Value of total assets at beginning of year2021-12-31$7,185,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,215
Total interest from all sources2021-12-31$4,303
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$172,670
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$172,670
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$550,064
Total non interest bearing cash at end of year2021-12-31$22,421
Total non interest bearing cash at beginning of year2021-12-31$24,998
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$705,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,890,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,185,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,660,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,984,106
Interest earned on other investments2021-12-31$4,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$207,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$176,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$845,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$164,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,031,197
Contract administrator fees2021-12-31$1,215
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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$1,673,487
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$667,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$664,144
Value of total corrective distributions2020-12-31$1,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$769,450
Value of total assets at end of year2020-12-31$7,185,947
Value of total assets at beginning of year2020-12-31$6,179,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,854
Total interest from all sources2020-12-31$3,977
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$205,455
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$205,455
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$613,235
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$791
Total non interest bearing cash at end of year2020-12-31$24,998
Total non interest bearing cash at beginning of year2020-12-31$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,006,024
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,185,947
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,179,923
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,984,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,903,294
Interest earned on other investments2020-12-31$3,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$176,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$149,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$694,605
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$155,424
Employer contributions (assets) at beginning of year2020-12-31$126,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$664,144
Contract administrator fees2020-12-31$1,854
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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$1,754,184
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$995,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$993,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$625,556
Value of total assets at end of year2019-12-31$6,179,923
Value of total assets at beginning of year2019-12-31$5,420,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,748
Total interest from all sources2019-12-31$1,981
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,258
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$148,258
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$490,534
Participant contributions at beginning of year2019-12-31$300
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,249
Total non interest bearing cash at end of year2019-12-31$134
Total non interest bearing cash at beginning of year2019-12-31$2
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$758,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,179,923
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,420,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,903,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,249,717
Interest earned on other investments2019-12-31$1,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$149,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$978,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$126,773
Employer contributions (assets) at end of year2019-12-31$126,773
Employer contributions (assets) at beginning of year2019-12-31$118,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$993,489
Contract administrator fees2019-12-31$1,748
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$532,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,416,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,414,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$832,536
Value of total assets at end of year2018-12-31$5,420,976
Value of total assets at beginning of year2018-12-31$6,305,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,143
Total interest from all sources2018-12-31$1,156
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$175,823
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$175,823
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$496,922
Participant contributions at end of year2018-12-31$300
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$217,343
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$8,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-884,239
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,420,976
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,305,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,249,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,148,369
Interest earned on other investments2018-12-31$1,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-476,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$118,271
Employer contributions (assets) at end of year2018-12-31$118,271
Employer contributions (assets) at beginning of year2018-12-31$146,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,414,708
Contract administrator fees2018-12-31$2,143
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,648,275
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,319,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,297,043
Value of total corrective distributions2017-12-31$20,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$771,497
Value of total assets at end of year2017-12-31$6,305,215
Value of total assets at beginning of year2017-12-31$5,976,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,876
Total interest from all sources2017-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$180,099
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$180,099
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$551,947
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,679
Total non interest bearing cash at end of year2017-12-31$8,601
Total non interest bearing cash at beginning of year2017-12-31$3,815
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$328,956
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,305,215
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,976,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,148,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,797,249
Interest earned on other investments2017-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$696,660
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$146,871
Employer contributions (assets) at end of year2017-12-31$146,871
Employer contributions (assets) at beginning of year2017-12-31$174,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,297,043
Contract administrator fees2017-12-31$1,876
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,350,670
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,514,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,512,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$810,484
Value of total assets at end of year2016-12-31$5,976,259
Value of total assets at beginning of year2016-12-31$6,139,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,540
Total interest from all sources2016-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$635,591
Participant contributions at beginning of year2016-12-31$225
Total non interest bearing cash at end of year2016-12-31$3,815
Total non interest bearing cash at beginning of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-163,386
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,976,259
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,139,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,797,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,978,709
Interest earned on other investments2016-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$540,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$174,893
Employer contributions (assets) at end of year2016-12-31$174,893
Employer contributions (assets) at beginning of year2016-12-31$160,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,512,516
Contract administrator fees2016-12-31$1,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HOUCK EVARTS & COMPANY LLC
Accountancy firm EIN2016-12-31200361525
2015 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$715,879
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$838,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$833,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$770,098
Value of total assets at end of year2015-12-31$6,139,645
Value of total assets at beginning of year2015-12-31$6,262,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,772
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$231,044
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$231,044
Administrative expenses professional fees incurred2015-12-31$993
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$604,743
Participant contributions at end of year2015-12-31$225
Participant contributions at beginning of year2015-12-31$555
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,646
Other income not declared elsewhere2015-12-31$1,902
Administrative expenses (other) incurred2015-12-31$2,159
Total non interest bearing cash at end of year2015-12-31$2
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-122,569
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,139,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,262,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,978,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,017,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-287,165
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$160,709
Employer contributions (assets) at end of year2015-12-31$160,709
Employer contributions (assets) at beginning of year2015-12-31$244,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$833,676
Contract administrator fees2015-12-31$1,620
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 name2015-12-31HOUCK EVARTS & COMPANY LLC
Accountancy firm EIN2015-12-31200361525
2014 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,294,002
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$622,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$617,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$895,059
Value of total assets at end of year2014-12-31$6,262,214
Value of total assets at beginning of year2014-12-31$5,590,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,713
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$232,979
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$232,979
Administrative expenses professional fees incurred2014-12-31$502
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$650,982
Participant contributions at end of year2014-12-31$555
Other income not declared elsewhere2014-12-31$1,430
Administrative expenses (other) incurred2014-12-31$1,302
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$56
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$671,773
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,262,214
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,590,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,017,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,447,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$164,534
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$244,077
Employer contributions (assets) at end of year2014-12-31$244,077
Employer contributions (assets) at beginning of year2014-12-31$142,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$617,516
Contract administrator fees2014-12-31$2,909
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 name2014-12-31HOUCK EVARTS & COMPANY LLC
Accountancy firm EIN2014-12-31200361525
2013 : WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,746,782
Total of all expenses incurred2013-12-31$915,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$907,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$898,904
Value of total assets at end of year2013-12-31$5,590,441
Value of total assets at beginning of year2013-12-31$4,758,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,053
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$175,574
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$175,574
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$615,969
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$140,186
Other income not declared elsewhere2013-12-31$2,805
Administrative expenses (other) incurred2013-12-31$2,346
Total non interest bearing cash at end of year2013-12-31$56
Total non interest bearing cash at beginning of year2013-12-31$344
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$831,698
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,590,441
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,758,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,447,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,553,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$669,499
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$142,749
Employer contributions (assets) at end of year2013-12-31$142,749
Employer contributions (assets) at beginning of year2013-12-31$204,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$907,031
Contract administrator fees2013-12-31$5,707
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOUCK EVARTS & COMPANY LLC
Accountancy firm EIN2013-12-31200361525

Form 5500 Responses for WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN

2022: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLAMETTE VALLEY HOSPICE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810842
Policy instance 1
Insurance contract or identification number810842
Number of Individuals Covered152
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810842
Policy instance 1
Insurance contract or identification number810842
Number of Individuals Covered165
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810842
Policy instance 1
Insurance contract or identification number810842
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810842
Policy instance 1
Insurance contract or identification number810842
Number of Individuals Covered151
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810842
Policy instance 1
Insurance contract or identification number810842
Number of Individuals Covered157
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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