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HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 401k Plan overview

Plan NameHOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN
Plan identification number 001

HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • 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 GOOD SHEPHERD, INC. DBA GOOD SHEPHERD COMMUNITY CARE has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF THE GOOD SHEPHERD, INC. DBA GOOD SHEPHERD COMMUNITY CARE
Employer identification number (EIN):042655734
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ELIZABETH BOGYO
0012016-01-01ELIZABETH BOGYO2017-07-26
0012015-01-01ELIZABETH BOGYO2016-10-11 CHLOE LENDARO2016-10-11
0012014-01-01ELIZABETH BOGYO2015-07-29 COLLEEN CUSACK2015-07-28
0012013-01-01ELIZABETH BOGYO2014-06-26 SARAH ROSS2014-06-19
0012012-01-01MEREDITH TANSEY2013-10-15
0012011-01-01MEREDITH TANSEY2012-07-24
0012010-01-01GINA COSTELLA2011-09-23

Plan Statistics for HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN

401k plan membership statisitcs for HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN

Measure Date Value
2022: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01206
Total number of active participants reported on line 7a of the Form 55002022-01-01189
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01225
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01158
2020: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01176
Number of participants with account balances2020-01-01118
2019: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01173
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01173
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN

Measure Date Value
2022 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$133,311
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$287,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$229,273
Expenses. Certain deemed distributions of participant loans2022-12-31$2,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,193,899
Value of total assets at end of year2022-12-31$6,103,856
Value of total assets at beginning of year2022-12-31$6,257,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,349
Total interest from all sources2022-12-31$8,476
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$260,960
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$800,945
Participant contributions at end of year2022-12-31$100,399
Participant contributions at beginning of year2022-12-31$110,655
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$38,546
Other income not declared elsewhere2022-12-31$15,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-154,096
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,103,856
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,257,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,771,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,912,125
Interest on participant loans2022-12-31$4,412
Interest earned on other investments2022-12-31$4,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$231,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$235,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,345,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$354,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$229,273
Contract administrator fees2022-12-31$39,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$1,834,835
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$250,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$190,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,086,375
Value of total assets at end of year2021-12-31$6,257,952
Value of total assets at beginning of year2021-12-31$4,673,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,437
Total interest from all sources2021-12-31$9,323
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$280,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$280,390
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$754,909
Participant contributions at end of year2021-12-31$110,655
Participant contributions at beginning of year2021-12-31$95,207
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,393
Other income not declared elsewhere2021-12-31$16,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,584,364
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,257,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,673,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,912,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,307,860
Interest on participant loans2021-12-31$4,595
Interest earned on other investments2021-12-31$4,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$235,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$270,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$441,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$330,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$190,034
Contract administrator fees2021-12-31$43,610
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,588,845
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$440,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$394,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$952,804
Value of total assets at end of year2020-12-31$4,673,588
Value of total assets at beginning of year2020-12-31$3,525,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,654
Total interest from all sources2020-12-31$8,716
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$121,281
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$599,651
Participant contributions at end of year2020-12-31$95,207
Participant contributions at beginning of year2020-12-31$106,679
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$75,931
Other income not declared elsewhere2020-12-31$12,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,148,270
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,673,588
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,525,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,307,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,227,864
Interest on participant loans2020-12-31$3,110
Interest earned on other investments2020-12-31$5,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$270,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$190,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$493,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$277,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$394,921
Contract administrator fees2020-12-31$32,986
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,410,919
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$198,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$858,475
Value of total assets at end of year2019-12-31$3,525,318
Value of total assets at beginning of year2019-12-31$2,312,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,651
Total interest from all sources2019-12-31$7,024
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$100,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$100,420
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$545,584
Participant contributions at end of year2019-12-31$106,679
Participant contributions at beginning of year2019-12-31$88,872
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,623
Other income not declared elsewhere2019-12-31$3,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,212,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,525,318
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,312,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,227,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,055,145
Interest on participant loans2019-12-31$2,783
Interest earned on other investments2019-12-31$4,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$190,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$168,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$441,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,931
Contract administrator fees2019-12-31$15,643
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
2018 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$323,144
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$175,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$175,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$482,630
Value of total assets at end of year2018-12-31$2,312,981
Value of total assets at beginning of year2018-12-31$2,165,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$175
Total interest from all sources2018-12-31$5,156
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$341,519
Participant contributions at end of year2018-12-31$88,872
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$147,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,312,981
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,165,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,055,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,948,967
Interest on participant loans2018-12-31$2,026
Interest earned on other investments2018-12-31$3,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$168,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$216,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-164,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$141,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$175,294
Contract administrator fees2018-12-31$175
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN2018-12-31042571780
2017 : HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$852,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$478,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$478,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$577,842
Value of total assets at end of year2017-12-31$2,165,306
Value of total assets at beginning of year2017-12-31$1,791,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70
Total interest from all sources2017-12-31$3,902
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$276,397
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$167,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$373,565
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,165,306
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,791,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,948,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,681,079
Interest on participant loans2017-12-31$1,068
Interest earned on other investments2017-12-31$2,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$216,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$110,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$270,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$478,453
Contract administrator fees2017-12-31$70
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN2017-12-31042571780

Form 5500 Responses for HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN

2022: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPICE OF THE GOOD SHEPHERD, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895838007
Policy instance 1
Insurance contract or identification number895838007
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number16300
Policy instance 2
Insurance contract or identification number16300
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $13
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895838007
Policy instance 1
Insurance contract or identification number895838007
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number16300
Policy instance 2
Insurance contract or identification number16300
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $7
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895838007
Policy instance 1
Insurance contract or identification number895838007
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number16300
Policy instance 2
Insurance contract or identification number16300
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $22
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895838007
Policy instance 1
Insurance contract or identification number895838007
Number of Individuals Covered21
Insurance policy start date2019-04-02
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number16300
Policy instance 2
Insurance contract or identification number16300
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,425
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,425
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number16300
Policy instance 1
Insurance contract or identification number16300
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,832
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $14,832
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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