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PARTNERS IN CARE 403(B) PLAN 401k Plan overview

Plan NamePARTNERS IN CARE 403(B) PLAN
Plan identification number 001

PARTNERS IN CARE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

PARTNERS IN CARE has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS IN CARE
Employer identification number (EIN):930756143
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about PARTNERS IN CARE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2015-12-01
Company Identification Number: 603563374

More information about PARTNERS IN CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN CARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RENA WALDRON2023-09-05
0012021-01-01RENA WALDRON2022-09-26
0012020-01-01RENA WALDRON2021-10-05
0012019-01-01RENA WALDRON2020-09-22
0012018-01-01KEN KOENIG2019-04-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KEN KOENIG
0012013-01-01KEN KOENIG
0012012-01-01KEN KOENIG
0012011-01-01KEN KOENIG
0012009-01-01KEN KOENIG

Plan Statistics for PARTNERS IN CARE 403(B) PLAN

401k plan membership statisitcs for PARTNERS IN CARE 403(B) PLAN

Measure Date Value
2022: PARTNERS IN CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PARTNERS IN CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01246
Number of participants with account balances2021-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PARTNERS IN CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARTNERS IN CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PARTNERS IN CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01200
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PARTNERS IN CARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01209
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PARTNERS IN CARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01200
Total participants2016-01-01200
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PARTNERS IN CARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01179
Total participants2015-01-01179
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PARTNERS IN CARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01170
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PARTNERS IN CARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PARTNERS IN CARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01158
Total participants2012-01-01158
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARTNERS IN CARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01133
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PARTNERS IN CARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PARTNERS IN CARE 403(B) PLAN

Measure Date Value
2022 : PARTNERS IN CARE 403(B) 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$460
Total income from all sources (including contributions)2022-12-31$646,141
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,063,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,032,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,385,732
Value of total assets at end of year2022-12-31$10,892,338
Value of total assets at beginning of year2022-12-31$11,309,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,878
Total interest from all sources2022-12-31$1,819
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$462,380
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$462,380
Administrative expenses professional fees incurred2022-12-31$5,614
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$1,188,607
Participant contributions at end of year2022-12-31$36,667
Participant contributions at beginning of year2022-12-31$35,120
Participant contributions at end of year2022-12-31$526
Participant contributions at beginning of year2022-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$608,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$460
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-417,170
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,892,338
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,309,508
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$25,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,852,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,274,358
Interest on participant loans2022-12-31$1,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,203,790
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$588,593
Employer contributions (assets) at end of year2022-12-31$2,216
Employer contributions (assets) at beginning of year2022-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,032,433
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31JONES & ROTH, P.C.
Accountancy firm EIN2022-12-31930819646
2021 : PARTNERS IN CARE 403(B) 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$460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,692
Total income from all sources (including contributions)2021-12-31$2,987,643
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,098,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,067,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,678,427
Value of total assets at end of year2021-12-31$11,309,968
Value of total assets at beginning of year2021-12-31$9,430,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,895
Total interest from all sources2021-12-31$2,136
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$582,363
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$582,363
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$1,080,354
Participant contributions at end of year2021-12-31$35,120
Participant contributions at beginning of year2021-12-31$43,847
Participant contributions at end of year2021-12-31$15
Participant contributions at beginning of year2021-12-31$636
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$62
Liabilities. Value of operating payables at end of year2021-12-31$460
Liabilities. Value of operating payables at beginning of year2021-12-31$530
Total non interest bearing cash at end of year2021-12-31$460
Total non interest bearing cash at beginning of year2021-12-31$530
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$1,889,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,309,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,420,364
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$30,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,274,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,383,735
Interest on participant loans2021-12-31$2,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$724,717
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$519,117
Employer contributions (assets) at end of year2021-12-31$15
Employer contributions (assets) at beginning of year2021-12-31$1,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,067,604
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$9,100
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 name2021-12-31JONES & ROTH, P.C.
Accountancy firm EIN2021-12-31930819646
2020 : PARTNERS IN CARE 403(B) 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$9,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,751,044
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$380,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$351,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,554,377
Value of total assets at end of year2020-12-31$9,430,056
Value of total assets at beginning of year2020-12-31$7,050,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,165
Total interest from all sources2020-12-31$1,923
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$294,751
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$294,751
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$1,074,924
Participant contributions at end of year2020-12-31$43,847
Participant contributions at beginning of year2020-12-31$23,920
Participant contributions at end of year2020-12-31$636
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$62
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$530
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$530
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,370,125
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,420,364
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,050,239
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$29,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,383,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,026,319
Interest on participant loans2020-12-31$1,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$899,993
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$479,453
Employer contributions (assets) at end of year2020-12-31$1,308
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$351,754
Liabilities. Value of benefit claims payable at end of year2020-12-31$9,100
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES & ROTH, P.C.
Accountancy firm EIN2020-12-31930819646
2019 : PARTNERS IN CARE 403(B) 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$2,485,954
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$507,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$489,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,427,925
Value of total assets at end of year2019-12-31$7,050,239
Value of total assets at beginning of year2019-12-31$5,072,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,528
Total interest from all sources2019-12-31$778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$277,301
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$277,301
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$823,835
Participant contributions at end of year2019-12-31$23,920
Participant contributions at beginning of year2019-12-31$10,415
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$165,765
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,978,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,050,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,072,111
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$18,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,026,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,061,696
Interest on participant loans2019-12-31$778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$779,950
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$438,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$489,298
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 name2019-12-31JONES & ROTH, P.C.
Accountancy firm EIN2019-12-31930819646
2018 : PARTNERS IN CARE 403(B) 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$894,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$382,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$379,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,147,162
Value of total assets at end of year2018-12-31$5,072,111
Value of total assets at beginning of year2018-12-31$4,559,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,010
Total interest from all sources2018-12-31$358
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$230,531
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$230,531
Administrative expenses professional fees incurred2018-12-31$2,300
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$671,297
Participant contributions at end of year2018-12-31$10,415
Participant contributions at beginning of year2018-12-31$8,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$512,538
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,072,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,559,573
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$710
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,061,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,551,179
Interest on participant loans2018-12-31$358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-483,212
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$347,166
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$82
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$379,291
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 name2018-12-31JONES & ROTH, P.C.
Accountancy firm EIN2018-12-31930819646
2017 : PARTNERS IN CARE 403(B) 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$1,516,381
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$314,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$312,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$917,115
Value of total assets at end of year2017-12-31$4,559,573
Value of total assets at beginning of year2017-12-31$3,358,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,210
Total interest from all sources2017-12-31$328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,031
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$127,031
Administrative expenses professional fees incurred2017-12-31$1,695
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$335,808
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$573,978
Participant contributions at end of year2017-12-31$8,312
Participant contributions at beginning of year2017-12-31$11,565
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$117,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,201,499
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,559,573
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,358,074
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$515
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,551,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,346,509
Interest on participant loans2017-12-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$471,907
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$226,071
Employer contributions (assets) at end of year2017-12-31$82
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$312,672
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 name2017-12-31JONES & ROTH, P.C.
Accountancy firm EIN2017-12-31930819646
2016 : PARTNERS IN CARE 403(B) 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$943,630
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$228,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$744,289
Value of total assets at end of year2016-12-31$3,358,074
Value of total assets at beginning of year2016-12-31$2,644,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,425
Total interest from all sources2016-12-31$643
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,264
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$96,264
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$335,807
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$504,532
Participant contributions at end of year2016-12-31$11,565
Participant contributions at beginning of year2016-12-31$22,425
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$713,228
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,358,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,644,846
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$1,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,346,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,622,421
Interest on participant loans2016-12-31$643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$102,434
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$201,228
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$228,977
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 name2016-12-31JONES & ROTH, P.C.
Accountancy firm EIN2016-12-31930819646
2015 : PARTNERS IN CARE 403(B) 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$613,994
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$174,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$170,827
Value of total corrective distributions2015-12-31$1,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$631,219
Value of total assets at end of year2015-12-31$2,644,846
Value of total assets at beginning of year2015-12-31$2,205,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,170
Total interest from all sources2015-12-31$632
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,514
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$121,514
Administrative expenses professional fees incurred2015-12-31$1,635
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$220,546
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$448,270
Participant contributions at end of year2015-12-31$22,425
Participant contributions at beginning of year2015-12-31$12,365
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$439,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,644,846
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,205,452
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$535
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,622,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,193,012
Interest on participant loans2015-12-31$632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139,371
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$182,748
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$170,827
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 name2015-12-31JONES & ROTH, P.C.
Accountancy firm EIN2015-12-31930819646
2014 : PARTNERS IN CARE 403(B) 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$622,306
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$377,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$375,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$507,672
Value of total assets at end of year2014-12-31$2,205,452
Value of total assets at beginning of year2014-12-31$1,960,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,030
Total interest from all sources2014-12-31$481
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$83,223
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$83,223
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$196,070
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$393,360
Participant contributions at end of year2014-12-31$12,365
Participant contributions at beginning of year2014-12-31$16,868
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$244,754
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,205,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,960,698
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$2,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,193,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,943,830
Interest on participant loans2014-12-31$481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$30,930
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$113,835
Employer contributions (assets) at end of year2014-12-31$75
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$375,522
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 name2014-12-31JONES & ROTH, P.C.
Accountancy firm EIN2014-12-31930819646
2013 : PARTNERS IN CARE 403(B) PLAN 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$21,750
Total income from all sources (including contributions)2013-12-31$734,544
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$113,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$112,374
Value of total corrective distributions2013-12-31$781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$433,155
Value of total assets at end of year2013-12-31$1,960,698
Value of total assets at beginning of year2013-12-31$1,361,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$620
Total interest from all sources2013-12-31$628
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,548
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$47,548
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$196,070
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$353,000
Participant contributions at end of year2013-12-31$16,868
Participant contributions at beginning of year2013-12-31$21,224
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$21,750
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$620,769
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,960,698
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,339,929
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$620
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,943,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,340,455
Interest on participant loans2013-12-31$628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$253,213
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$79,036
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,374
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 name2013-12-31JONES & ROTH, P.C.
Accountancy firm EIN2013-12-31930819646
2012 : PARTNERS IN CARE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,750
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$569,052
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$65,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$441,929
Value of total assets at end of year2012-12-31$1,361,679
Value of total assets at beginning of year2012-12-31$836,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$770
Total interest from all sources2012-12-31$301
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,488
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$33,488
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$288,908
Participant contributions at end of year2012-12-31$21,224
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$21,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$503,114
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,339,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$836,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$770
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,340,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$836,755
Interest on participant loans2012-12-31$301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$93,334
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$117,757
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,168
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JONES & ROTH, P.C.
Accountancy firm EIN2012-12-31930819646
2011 : PARTNERS IN CARE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$377,920
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$61,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$61,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$385,578
Value of total assets at end of year2011-12-31$836,815
Value of total assets at beginning of year2011-12-31$520,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,873
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$19,873
Administrative expenses professional fees incurred2011-12-31$95
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$242,521
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,267
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$316,660
Value of net assets at end of year (total assets less liabilities)2011-12-31$836,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$520,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$836,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$520,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,531
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$102,790
Employer contributions (assets) at end of year2011-12-31$60
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$61,165
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES & ROTH, P.C.
Accountancy firm EIN2011-12-31930819646
2010 : PARTNERS IN CARE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$258,886
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$163,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$217,081
Value of total assets at end of year2010-12-31$520,155
Value of total assets at beginning of year2010-12-31$425,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,145
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,936
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$95,153
Value of net assets at end of year (total assets less liabilities)2010-12-31$520,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$425,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$520,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$425,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,805
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,733
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JONES & ROTH, P.C.
Accountancy firm EIN2010-12-31930819646
2009 : PARTNERS IN CARE 403(B) PLAN 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 PARTNERS IN CARE 403(B) PLAN

2022: PARTNERS IN CARE 403(B) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PARTNERS IN CARE 403(B) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PARTNERS IN CARE 403(B) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARTNERS IN CARE 403(B) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARTNERS IN CARE 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARTNERS IN CARE 403(B) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARTNERS IN CARE 403(B) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNERS IN CARE 403(B) 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: PARTNERS IN CARE 403(B) 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: PARTNERS IN CARE 403(B) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERS IN CARE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERS IN CARE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PARTNERS IN CARE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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