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HOSPICE OF THE VALLEYS 401(K) PLAN 401k Plan overview

Plan NameHOSPICE OF THE VALLEYS 401(K) PLAN
Plan identification number 001

HOSPICE OF THE VALLEYS 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:HOSPICE OF THE VALLEYS
Employer identification number (EIN):953846314
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE VALLEYS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL MATHIAS2024-07-25
0012022-01-01PAUL MATHIAS2023-06-29
0012021-01-01PAUL MATHIAS2022-05-18
0012020-01-01LYNETTE CVAR2021-10-13
0012019-01-01LYNETTE CVAR2020-10-12 LYNETTE CVAR2020-10-12
0012018-01-01LYNETTE CVAR2019-10-09 LYNETTE CVAR2019-10-09
0012017-01-01LYNETTE CVAR2018-10-10 LYNETTE CVAR2018-10-10
0012016-01-01LYNETTE CVAR2017-08-02 LYNETTE CVAR2017-08-02
0012015-01-01LYNETTE CVAR2016-07-20 LYNETTE CVAR2016-07-20
0012014-01-01LYNETTE CVAR2015-07-29 LYNETTE CVAR2015-07-29
0012013-01-01LYNETTE CVAR2014-10-02 LYNETTE CVAR2014-10-02
0012012-01-01LYNETTE CVAR2013-09-13
0012011-01-01TERRY AZKOUL2012-07-05
0012010-01-01TERRY AZKOUL2011-08-10

Financial Data on HOSPICE OF THE VALLEYS 401(K) PLAN

Measure Date Value
2025 : HOSPICE OF THE VALLEYS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-25997684
Net assets as of the end of the plan year2025-06-253907930
Total assets as of the beginning of the plan year2025-06-254039652
Value of plan covered by a fidelity bond2025-06-25195000
Participant contributions to plan in this plan year2025-06-25256320
Value of participant loans at end of plan year2025-06-2515221
Other income to plan in this plan year2025-06-25547233
Plan net income in this plan year2025-06-25-131722
Net assets as of the end of the plan year2025-06-253907930
Net assets as of the beginning of the plan year2025-06-254039652
Employer contributions to plan in this plan year2025-06-2562409
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2531965
2024 : HOSPICE OF THE VALLEYS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25657820
Net assets as of the end of the plan year2024-07-254039652
Total assets as of the beginning of the plan year2024-07-253797635
Value of plan covered by a fidelity bond2024-07-25195000
Participant contributions to plan in this plan year2024-07-25279616
Value of participant loans at end of plan year2024-07-2520161
Other contributions to plan in this plan year2024-07-254925
Other income to plan in this plan year2024-07-25545649
Plan net income in this plan year2024-07-25242017
Net assets as of the end of the plan year2024-07-254039652
Net assets as of the beginning of the plan year2024-07-253797635
Employer contributions to plan in this plan year2024-07-2569647
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2528602
2022 : HOSPICE OF THE VALLEYS 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-18104612
Net assets as of the end of the plan year2022-05-184220022
Total assets as of the beginning of the plan year2022-05-183479864
Value of plan covered by a fidelity bond2022-05-18195000
Participant contributions to plan in this plan year2022-05-18274625
Value of participant loans at end of plan year2022-05-1812209
Other income to plan in this plan year2022-05-18504062
Plan net income in this plan year2022-05-18740158
Net assets as of the end of the plan year2022-05-184220022
Net assets as of the beginning of the plan year2022-05-183479864
Employer contributions to plan in this plan year2022-05-1866083
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1827823

Potentially related plans

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