401k Plan data: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES plan

TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

Employer identification number (EIN): 951641973

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2016-01-01 OSCAR BRAMBILA
002 2015-01-01 JILLIAN SOTO JILLIAN SOTO 2016-10-17
002 2014-01-01 JILLIAN GUERRA JILLIAN GUERRA 2015-10-15
002 2013-01-01 KATY WESTON KATY WESTON 2014-10-09
002 2012-01-01 KATY WESTON KATY WESTON 2013-10-09
002 2011-01-01 KATY WESTON KATY WESTON 2012-10-10
002 2010-01-01 KATY WESTON KATY WESTON 2011-10-04
002 2009-01-01 KATY WESTON KATY WESTON 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2016-01-01	OSCAR BRAMBILA
002	2015-01-01	JILLIAN SOTO	JILLIAN SOTO	2016-10-17
002	2014-01-01	JILLIAN GUERRA	JILLIAN GUERRA	2015-10-15
002	2013-01-01	KATY WESTON	KATY WESTON	2014-10-09
002	2012-01-01	KATY WESTON	KATY WESTON	2013-10-09
002	2011-01-01	KATY WESTON	KATY WESTON	2012-10-10
002	2010-01-01	KATY WESTON	KATY WESTON	2011-10-04
002	2009-01-01	KATY WESTON	KATY WESTON	2010-10-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 249
Total of all active and inactive participants 2022-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 257
Number of participants with account balances 2022-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 222
Total of all active and inactive participants 2021-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 238
Number of participants with account balances 2021-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 883
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 252
Number of retired or separated participants receiving benefits 2020-01-01 62
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 337
Number of participants with account balances 2020-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2016: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 996
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 569
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 314
Total of all active and inactive participants 2016-01-01 883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 883
Number of participants with account balances 2016-01-01 537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 996
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 569
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 314
Total of all active and inactive participants 2015-01-01 883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 883
Number of participants with account balances 2015-01-01 537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,012
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 294
Total of all active and inactive participants 2014-01-01 1,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,306
Number of participants with account balances 2014-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 19
2013: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,154
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 792
Number of other retired or separated participants entitled to future benefits 2013-01-01 382
Total of all active and inactive participants 2013-01-01 1,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,174
Number of participants with account balances 2013-01-01 801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,011
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 820
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 225
Total of all active and inactive participants 2012-01-01 1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,045
Number of participants with account balances 2012-01-01 639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 952
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 789
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 233
Total of all active and inactive participants 2011-01-01 1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,022
Number of participants with account balances 2011-01-01 631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,004
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 746
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 243
Total of all active and inactive participants 2010-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 993
Number of participants with account balances 2010-01-01 614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 986
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 753
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 261
Total of all active and inactive participants 2009-01-01 1,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,016
Number of participants with account balances 2009-01-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	249
Total of all active and inactive participants	2022-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	257
Number of participants with account balances	2022-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	222
Total of all active and inactive participants	2021-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	238
Number of participants with account balances	2021-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	883
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	252
Number of retired or separated participants receiving benefits	2020-01-01	62
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	337
Number of participants with account balances	2020-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2016: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	996
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	569
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	314
Total of all active and inactive participants	2016-01-01	883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	883
Number of participants with account balances	2016-01-01	537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	996
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	569
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	314
Total of all active and inactive participants	2015-01-01	883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	883
Number of participants with account balances	2015-01-01	537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,012
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	294
Total of all active and inactive participants	2014-01-01	1,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,306
Number of participants with account balances	2014-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	19
2013: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,154
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	792
Number of other retired or separated participants entitled to future benefits	2013-01-01	382
Total of all active and inactive participants	2013-01-01	1,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,174
Number of participants with account balances	2013-01-01	801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,011
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	820
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	225
Total of all active and inactive participants	2012-01-01	1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,045
Number of participants with account balances	2012-01-01	639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	952
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	789
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	233
Total of all active and inactive participants	2011-01-01	1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,022
Number of participants with account balances	2011-01-01	631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,004
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	746
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	243
Total of all active and inactive participants	2010-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	993
Number of participants with account balances	2010-01-01	614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	986
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	753
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	261
Total of all active and inactive participants	2009-01-01	1,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,016
Number of participants with account balances	2009-01-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-602,311
Total of all expenses incurred	2022-12-31	$191,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$167,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$43,018
Value of total assets at end of year	2022-12-31	$4,226,082
Value of total assets at beginning of year	2022-12-31	$5,019,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,706
Total interest from all sources	2022-12-31	$15,705
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$110,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$110,205
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$550,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$43,018
Participant contributions at end of year	2022-12-31	$9,542
Participant contributions at beginning of year	2022-12-31	$13,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-793,562
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,226,082
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,019,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,426,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,163,980
Interest on participant loans	2022-12-31	$434
Interest earned on other investments	2022-12-31	$15,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$789,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$842,557
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$27,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-771,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$139,626
Contract administrator fees	2022-12-31	$23,706
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SOREN MCADAM LLP
Accountancy firm EIN	2022-12-31	770549163
2021 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$548,903
Total of all expenses incurred	2021-12-31	$2,995,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,961,034
Value of total assets at end of year	2021-12-31	$5,019,644
Value of total assets at beginning of year	2021-12-31	$7,466,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,522
Total interest from all sources	2021-12-31	$17,958
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$477,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$477,001
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$550,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$13,107
Participant contributions at beginning of year	2021-12-31	$20,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-2,446,653
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,019,644
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,466,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,163,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,368,693
Interest on participant loans	2021-12-31	$649
Interest earned on other investments	2021-12-31	$17,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$842,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,077,590
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$380,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$53,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,580,467
Contract administrator fees	2021-12-31	$34,522
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	SOREN MCADAM LLP
Accountancy firm EIN	2021-12-31	770549163
2020 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$955,382
Total of all expenses incurred	2020-12-31	$3,506,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,450,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$103,594
Value of total assets at end of year	2020-12-31	$7,466,297
Value of total assets at beginning of year	2020-12-31	$10,017,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$56,153
Total interest from all sources	2020-12-31	$28,873
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$238,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$238,900
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$550,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$103,594
Participant contributions at end of year	2020-12-31	$20,014
Participant contributions at beginning of year	2020-12-31	$27,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-2,551,452
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,466,297
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,017,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,368,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,573,911
Interest on participant loans	2020-12-31	$955
Interest earned on other investments	2020-12-31	$27,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,077,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,416,698
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$721,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$584,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,729,530
Contract administrator fees	2020-12-31	$56,153
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SOREN MCADAM LLP
Accountancy firm EIN	2020-12-31	770549163
2016 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,443,987
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,242,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,178,624
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-15,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$560,571
Value of total assets at end of year	2016-12-31	$11,785,349
Value of total assets at beginning of year	2016-12-31	$13,583,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$79,820
Total interest from all sources	2016-12-31	$45,420
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$295,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$550,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$560,571
Participant contributions at end of year	2016-12-31	$215,611
Participant contributions at beginning of year	2016-12-31	$305,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,798,532
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,785,349
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,583,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,833,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,592,547
Interest on participant loans	2016-12-31	$10,342
Interest earned on other investments	2016-12-31	$35,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,735,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,685,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$542,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Income. Dividends from common stock	2016-12-31	$295,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,178,624
Contract administrator fees	2016-12-31	$79,820
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SOREN MCADAM LLP
Accountancy firm EIN	2016-12-31	770549163
2015 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$684,798
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,664,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,582,169
Expenses. Certain deemed distributions of participant loans	2015-12-31	$-22,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$840,477
Value of total assets at end of year	2015-12-31	$13,583,881
Value of total assets at beginning of year	2015-12-31	$18,563,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$104,647
Total interest from all sources	2015-12-31	$53,271
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$584,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$584,201
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$550,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$812,191
Participant contributions at end of year	2015-12-31	$305,521
Participant contributions at beginning of year	2015-12-31	$381,035
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,286
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,980,014
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,583,881
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,563,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,592,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,086,139
Interest on participant loans	2015-12-31	$14,040
Interest earned on other investments	2015-12-31	$39,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,685,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,096,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-793,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,582,169
Contract administrator fees	2015-12-31	$104,647
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SOREN MCADAM LLP
Accountancy firm EIN	2015-12-31	770549163
2014 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,301,965
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,243,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,111,957
Expenses. Certain deemed distributions of participant loans	2014-12-31	$8,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,187,404
Value of total assets at end of year	2014-12-31	$18,563,895
Value of total assets at beginning of year	2014-12-31	$19,505,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$122,732
Total interest from all sources	2014-12-31	$70,736
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$640,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$640,862
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$550,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,067,694
Participant contributions at end of year	2014-12-31	$381,035
Participant contributions at beginning of year	2014-12-31	$328,718
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$119,710
Administrative expenses (other) incurred	2014-12-31	$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-941,294
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,563,895
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,505,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,086,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,238,392
Interest on participant loans	2014-12-31	$14,129
Interest earned on other investments	2014-12-31	$56,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,096,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,938,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$402,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,111,957
Contract administrator fees	2014-12-31	$122,612
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN	2014-12-31	770549163
2013 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,238,280
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,021,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,856,148
Expenses. Certain deemed distributions of participant loans	2013-12-31	$49,858
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,290,809
Value of total assets at end of year	2013-12-31	$19,505,189
Value of total assets at beginning of year	2013-12-31	$19,288,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$115,100
Total interest from all sources	2013-12-31	$80,974
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$465,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$465,879
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$550,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,281,234
Participant contributions at end of year	2013-12-31	$328,718
Participant contributions at beginning of year	2013-12-31	$441,862
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,531
Administrative expenses (other) incurred	2013-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$217,174
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,505,189
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,288,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,238,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,240,649
Interest on participant loans	2013-12-31	$15,309
Interest earned on other investments	2013-12-31	$65,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,938,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,989,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,400,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,044
Employer contributions (assets) at beginning of year	2013-12-31	$615,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,856,148
Contract administrator fees	2013-12-31	$114,999
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN	2013-12-31	770549163
2012 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,094,073
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,107,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,889,614
Expenses. Certain deemed distributions of participant loans	2012-12-31	$104,604
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,048,618
Value of total assets at end of year	2012-12-31	$19,288,015
Value of total assets at beginning of year	2012-12-31	$18,301,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$113,236
Total interest from all sources	2012-12-31	$91,912
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$360,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$360,597
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$550,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,304,783
Participant contributions at end of year	2012-12-31	$441,862
Participant contributions at beginning of year	2012-12-31	$512,745
Participant contributions at beginning of year	2012-12-31	$2,886
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$128,137
Administrative expenses (other) incurred	2012-12-31	$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$986,619
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,288,015
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,301,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,240,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$15,127,706
Interest on participant loans	2012-12-31	$15,639
Interest earned on other investments	2012-12-31	$76,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,989,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,658,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,592,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$615,698
Employer contributions (assets) at end of year	2012-12-31	$615,698
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,889,614
Contract administrator fees	2012-12-31	$113,102
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SOREN MCADAM CHRISTENSON, LLP
Accountancy firm EIN	2012-12-31	770549163
2011 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$1,339,266
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,146,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,017,208
Expenses. Certain deemed distributions of participant loans	2011-12-31	$38,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,375,585
Value of total assets at end of year	2011-12-31	$18,301,396
Value of total assets at beginning of year	2011-12-31	$19,108,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$90,886
Total interest from all sources	2011-12-31	$69,887
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$398,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$398,577
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$550,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,302,142
Participant contributions at end of year	2011-12-31	$512,745
Participant contributions at beginning of year	2011-12-31	$435,027
Participant contributions at end of year	2011-12-31	$2,886
Participant contributions at beginning of year	2011-12-31	$185
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$73,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-806,895
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,301,396
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,108,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$15,103,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,807,069
Interest on participant loans	2011-12-31	$13,842
Interest earned on other investments	2011-12-31	$56,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,682,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,259,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-504,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$606,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,017,208
Contract administrator fees	2011-12-31	$90,886
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN	2011-12-31	770549163
2010 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$3,767,399
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$962,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$834,201
Expenses. Certain deemed distributions of participant loans	2010-12-31	$80,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,954,336
Value of total assets at end of year	2010-12-31	$19,108,291
Value of total assets at beginning of year	2010-12-31	$16,303,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$48,321
Total interest from all sources	2010-12-31	$150,291
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$550,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,285,432
Participant contributions at end of year	2010-12-31	$435,027
Participant contributions at beginning of year	2010-12-31	$466,124
Participant contributions at end of year	2010-12-31	$185
Participant contributions at beginning of year	2010-12-31	$103
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$63,339
Administrative expenses (other) incurred	2010-12-31	$4,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,804,513
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,108,291
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,303,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,807,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,497,850
Interest on participant loans	2010-12-31	$15,571
Interest earned on other investments	2010-12-31	$134,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,259,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,783,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,662,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$605,565
Employer contributions (assets) at end of year	2010-12-31	$606,089
Employer contributions (assets) at beginning of year	2010-12-31	$555,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$834,201
Contract administrator fees	2010-12-31	$43,344
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN	2010-12-31	770549163
2009 : TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES

2022: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2016: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	14
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	250
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	19
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	224
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	19
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

57115

Policy instance

Insurance contract or identification number	57115
Number of Individuals Covered	263
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES
Employer identification number (EIN):	951641973
NAIC Classification:	621610
NAIC Description:	Home Health Care Services