401k Plan data: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN plan

WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 401k Plan overview

Plan Name	WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN
Plan identification number	001

WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

WESTMASS ELDERCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTMASS ELDERCARE, INC.

Employer identification number (EIN): 042545848

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 ROSEANN MARTOCCIA
001 2015-07-01 PRISCILLA CHALMERS
001 2014-07-01 PRISCILLA CHALMERS
001 2013-07-01 PRISCILLA CHALMERS 2015-04-13
001 2012-07-01 PRISCILLA CHALMERS 2014-01-30
001 2011-07-01 PRISCILLA CHALMERS 2013-01-23
001 2010-07-01 PRISCILLA CHALMERS 2011-10-25

Plan Statistics for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

401k plan membership statisitcs for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Measure Date Value
2021: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 261
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 209
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 51
Total of all active and inactive participants 2021-07-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 260
Number of participants with account balances 2021-07-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 262
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 216
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 45
Total of all active and inactive participants 2020-07-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 261
Number of participants with account balances 2020-07-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 244
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 219
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 42
Total of all active and inactive participants 2019-07-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 262
Number of participants with account balances 2019-07-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 192
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 50
Total of all active and inactive participants 2018-07-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 244
Number of participants with account balances 2018-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 184
Number of retired or separated participants receiving benefits 2017-07-01 6
Number of other retired or separated participants entitled to future benefits 2017-07-01 25
Total of all active and inactive participants 2017-07-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 215
Number of participants with account balances 2017-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 123
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 22
Total of all active and inactive participants 2016-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 145
Number of participants with account balances 2016-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 129
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 18
Total of all active and inactive participants 2015-07-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 147
Number of participants with account balances 2015-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 129
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 16
Total of all active and inactive participants 2014-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 145
Number of participants with account balances 2014-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2021: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	261
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	209
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	51
Total of all active and inactive participants	2021-07-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	260
Number of participants with account balances	2021-07-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	262
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	216
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	45
Total of all active and inactive participants	2020-07-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	261
Number of participants with account balances	2020-07-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	244
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	219
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	42
Total of all active and inactive participants	2019-07-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	262
Number of participants with account balances	2019-07-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	192
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	50
Total of all active and inactive participants	2018-07-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	244
Number of participants with account balances	2018-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	184
Number of retired or separated participants receiving benefits	2017-07-01	6
Number of other retired or separated participants entitled to future benefits	2017-07-01	25
Total of all active and inactive participants	2017-07-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	215
Number of participants with account balances	2017-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	123
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	22
Total of all active and inactive participants	2016-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	145
Number of participants with account balances	2016-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	129
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	18
Total of all active and inactive participants	2015-07-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	147
Number of participants with account balances	2015-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	129
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	16
Total of all active and inactive participants	2014-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	145
Number of participants with account balances	2014-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Measure	Date	Value
2022 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-242,163
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,002,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,002,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$770,097
Value of total assets at end of year	2022-06-30	$8,709,704
Value of total assets at beginning of year	2022-06-30	$9,954,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$105,390
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$453,610
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$47,879
Assets. Loans (other than to participants) at end of year	2022-06-30	$37,684
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$36,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,245,076
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,709,704
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,954,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$5,149,585
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$6,188,888
Interest on participant loans	2022-06-30	$260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$105,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$3,522,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,729,114
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,117,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$316,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,002,913
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WHITTLESEY PC
Accountancy firm EIN	2022-06-30	060903326
2021 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,465,134
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,209,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,209,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$743,213
Value of total assets at end of year	2021-06-30	$9,954,780
Value of total assets at beginning of year	2021-06-30	$8,698,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$135,144
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$417,561
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$91
Assets. Loans (other than to participants) at end of year	2021-06-30	$36,778
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$63,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,255,957
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,954,780
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,698,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$6,188,888
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$5,121,852
Interest on participant loans	2021-06-30	$1,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$133,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,729,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,513,869
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,586,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$325,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,209,177
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	WHITTLESEY PC
Accountancy firm EIN	2021-06-30	060903326
2020 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,149,329
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$506,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$506,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$740,328
Value of total assets at end of year	2020-06-30	$8,698,823
Value of total assets at beginning of year	2020-06-30	$8,056,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$98,114
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$423,264
Assets. Loans (other than to participants) at end of year	2020-06-30	$63,102
Assets. Loans (other than to participants) at beginning of year	2020-06-30	$91,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$642,642
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,698,823
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,056,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$5,121,852
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,888,848
Interest on participant loans	2020-06-30	$2,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$95,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,513,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$3,076,304
Net investment gain/loss from pooled separate accounts	2020-06-30	$310,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$317,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$506,687
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WHITTLESEY PC
Accountancy firm EIN	2020-06-30	060903326
2019 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$944,871
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,038,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,038,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$683,914
Value of total assets at end of year	2019-06-30	$8,056,181
Value of total assets at beginning of year	2019-06-30	$8,149,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$86,379
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$376,479
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$22,526
Assets. Loans (other than to participants) at end of year	2019-06-30	$91,029
Assets. Loans (other than to participants) at beginning of year	2019-06-30	$25,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-93,415
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,056,181
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,149,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,888,848
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$5,489,046
Interest on participant loans	2019-06-30	$1,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$84,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$3,076,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,635,322
Net investment gain/loss from pooled separate accounts	2019-06-30	$174,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$284,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,038,286
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WHITTLESEY PC
Accountancy firm EIN	2019-06-30	060903326
2018 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,241,899
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,549,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,545,699
Value of total corrective distributions	2018-06-30	$4,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$681,462
Value of total assets at end of year	2018-06-30	$8,149,596
Value of total assets at beginning of year	2018-06-30	$8,457,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$83,997
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$406,030
Assets. Loans (other than to participants) at end of year	2018-06-30	$25,228
Assets. Loans (other than to participants) at beginning of year	2018-06-30	$45,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-308,000
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,149,596
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,457,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$5,489,046
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$5,634,431
Interest on participant loans	2018-06-30	$978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$83,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,635,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,777,775
Net investment gain/loss from pooled separate accounts	2018-06-30	$476,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$275,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,545,699
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WHITTLESEY PC
Accountancy firm EIN	2018-06-30	060903326
2017 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,462,752
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$107,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$104,671
Value of total corrective distributions	2017-06-30	$2,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$694,869
Value of total assets at end of year	2017-06-30	$8,457,596
Value of total assets at beginning of year	2017-06-30	$7,102,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$78,342
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$415,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$60,275
Assets. Loans (other than to participants) at end of year	2017-06-30	$45,390
Assets. Loans (other than to participants) at beginning of year	2017-06-30	$64,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,355,168
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,457,596
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,102,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,634,431
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,644,790
Interest on participant loans	2017-06-30	$1,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$76,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,777,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,332,653
Net investment gain/loss from pooled separate accounts	2017-06-30	$689,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$279,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$104,671
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WHITTLESEY PC
Accountancy firm EIN	2017-06-30	060903326
2016 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$650,755
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$435,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$433,557
Value of total corrective distributions	2016-06-30	$2,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$656,378
Value of total assets at end of year	2016-06-30	$7,102,428
Value of total assets at beginning of year	2016-06-30	$6,887,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$70,074
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$392,989
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$682
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$60,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$188,670
Assets. Loans (other than to participants) at end of year	2016-06-30	$64,710
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$50,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$215,102
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,102,428
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,887,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,644,790
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,465,018
Income. Interest from loans (other than to participants)	2016-06-30	$2,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$67,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,332,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,183,563
Net investment gain/loss from pooled separate accounts	2016-06-30	$-75,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$262,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$433,557
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WHITTLESEY & HADLEY, P.C
Accountancy firm EIN	2016-06-30	060903326
2015 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$188,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$876,626
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$192,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$190,773
Value of total corrective distributions	2015-06-30	$1,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$658,708
Value of total assets at end of year	2015-06-30	$6,887,326
Value of total assets at beginning of year	2015-06-30	$6,014,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$62,314
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$250,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$394,177
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$17,640
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$188,670
Assets. Loans (other than to participants) at end of year	2015-06-30	$50,075
Assets. Loans (other than to participants) at beginning of year	2015-06-30	$31,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$684,428
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,887,326
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,014,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,465,018
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,029,331
Interest on participant loans	2015-06-30	$1,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$61,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,183,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,953,505
Net investment gain/loss from pooled separate accounts	2015-06-30	$155,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$246,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$190,773
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WHITTLESEY & HADLEY, P.C
Accountancy firm EIN	2015-06-30	060903326

Form 5500 Responses for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

2021: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	147
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $49,941
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $49,145
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	147
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $55,584
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $53,205
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	151
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $44,278
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44,278
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	133
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $43,110
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,110
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	116
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $44,406
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	106
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $37,357
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,357
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941996

Policy instance

Insurance contract or identification number	941996
Number of Individuals Covered	97
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $34,722
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,722
Insurance broker organization code?	3
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

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Company Name:	WESTMASS ELDERCARE, INC.
Employer identification number (EIN):	042545848
NAIC Classification:	621610
NAIC Description:	Home Health Care Services