TRADITIONAL HOME HEALTH AND HOSPICE , LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRADITIONAL HOME HEALTH AND HOSPICE, LLC 401(K) P AN
401k plan membership statisitcs for TRADITIONAL HOME HEALTH AND HOSPICE, LLC 401(K) P AN
Measure | Date | Value |
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2022 : TRADITIONAL HOME HEALTH AND HOSPICE, LLC 401(K) P AN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,138 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $167 |
Total income from all sources (including contributions) | 2022-12-31 | $-51,627 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $14,814 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $170,702 |
Value of total assets at end of year | 2022-12-31 | $1,356,374 |
Value of total assets at beginning of year | 2022-12-31 | $1,421,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,546 |
Total interest from all sources | 2022-12-31 | $1,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $161,924 |
Participant contributions at end of year | 2022-12-31 | $2,540 |
Participant contributions at beginning of year | 2022-12-31 | $3,455 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,138 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $167 |
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 | $-66,441 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,355,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,421,677 |
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 pooled separate accounts at end of year | 2022-12-31 | $1,220,299 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,311,084 |
Interest earned on other investments | 2022-12-31 | $1,888 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $133,370 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $107,104 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-224,217 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $8,778 |
Employer contributions (assets) at end of year | 2022-12-31 | $165 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $268 |
Contract administrator fees | 2022-12-31 | $14,546 |
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 | TEMPLETON & CO |
Accountancy firm EIN | 2022-12-31 | 141918990 |
2021 : TRADITIONAL HOME HEALTH AND HOSPICE, LLC 401(K) P AN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $167 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $513,199 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $14,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,209 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $334,242 |
Value of total assets at end of year | 2021-12-31 | $1,421,844 |
Value of total assets at beginning of year | 2021-12-31 | $923,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,637 |
Total interest from all sources | 2021-12-31 | $479 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $11,637 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 |
Contributions received from participants | 2021-12-31 | $148,932 |
Participant contributions at end of year | 2021-12-31 | $3,455 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $176,729 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $167 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $498,353 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,421,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $923,324 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $833,735 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,311,084 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $479 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $89,589 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $107,104 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $178,478 |
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 |
Contributions received in cash from employer | 2021-12-31 | $8,581 |
Employer contributions (assets) at end of year | 2021-12-31 | $201 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,209 |
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 | TEMPLETON & CO |
Accountancy firm EIN | 2021-12-31 | 141918990 |
2020 : TRADITIONAL HOME HEALTH AND HOSPICE, LLC 401(K) P AN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $383 |
Total income from all sources (including contributions) | 2020-12-31 | $248,469 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $30,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $25,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $111,960 |
Value of total assets at end of year | 2020-12-31 | $923,324 |
Value of total assets at beginning of year | 2020-12-31 | $705,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,878 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,273 |
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 | $9,273 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $60,000 |
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 | $107,216 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $8,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $383 |
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 | $218,113 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $923,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $705,211 |
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 | $833,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $598,253 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $89,589 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $92,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $127,236 |
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 |
Contributions received in cash from employer | 2020-12-31 | $4,744 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $25,478 |
Contract administrator fees | 2020-12-31 | $4,878 |
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 | TEMPLETON & CO |
Accountancy firm EIN | 2020-12-31 | 141918990 |