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HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameHCR HOME CARE SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

L WOERNER INC has sponsored the creation of one or more 401k plans.

Company Name:L WOERNER INC
Employer identification number (EIN):161108008
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about L WOERNER INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-05-23
Company Identification Number: 490554
Legal Registered Office Address: 85 METRO PARK
Monroe
ROCHESTER
United States of America (USA)
14623

More information about L WOERNER INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HCR HOME CARE SAVINGS AND PROFIT SHARING 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
0012017-01-01LOUISE WOERNER
0012016-01-01LOUISE WOERNER
0012015-01-01JAMES CLARK
0012015-01-01
0012014-01-01RICHARD GLICKMAN
0012013-01-01RICHARD GLICKMAN
0012012-01-01MARK MAXIM
0012011-01-01MARK MAXIM
0012010-01-01MARK MAXIM
0012009-01-01MARK MAXIM

Plan Statistics for HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01798
Total number of active participants reported on line 7a of the Form 55002022-01-01654
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01763
Number of participants with account balances2022-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01834
Total number of active participants reported on line 7a of the Form 55002021-01-01683
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01788
Number of participants with account balances2021-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01873
Total number of active participants reported on line 7a of the Form 55002020-01-01765
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01847
Number of participants with account balances2020-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01897
Total number of active participants reported on line 7a of the Form 55002019-01-01858
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01877
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01865
Total number of active participants reported on line 7a of the Form 55002018-01-01865
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01897
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01743
Total number of active participants reported on line 7a of the Form 55002017-01-01793
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01865
Number of participants with account balances2017-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01778
Total number of active participants reported on line 7a of the Form 55002016-01-01731
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01743
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01811
Total number of active participants reported on line 7a of the Form 55002015-01-01700
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01783
Number of participants with account balances2015-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01774
Total number of active participants reported on line 7a of the Form 55002014-01-01728
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01811
Number of participants with account balances2014-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01702
Total number of active participants reported on line 7a of the Form 55002013-01-01672
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01758
Number of participants with account balances2013-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01795
Total number of active participants reported on line 7a of the Form 55002012-01-01620
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01687
Number of participants with account balances2012-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01817
Total number of active participants reported on line 7a of the Form 55002011-01-01706
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01768
Number of participants with account balances2011-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01708
Total number of active participants reported on line 7a of the Form 55002010-01-01712
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01746
Number of participants with account balances2010-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01587
Total number of active participants reported on line 7a of the Form 55002009-01-01642
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01664
Total participants2009-01-01664
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-711,003
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,038,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,941,105
Expenses. Certain deemed distributions of participant loans2022-12-31$8,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,878,956
Value of total assets at end of year2022-12-31$13,049,743
Value of total assets at beginning of year2022-12-31$15,798,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,317
Total interest from all sources2022-12-31$9,774
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,619
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$343,619
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,663,087
Participant contributions at end of year2022-12-31$273,687
Participant contributions at beginning of year2022-12-31$218,766
Participant contributions at end of year2022-12-31$4,846
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$170,159
Administrative expenses (other) incurred2022-12-31$88,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,749,040
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,049,743
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,798,783
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,572,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,440,353
Interest on participant loans2022-12-31$9,774
Value of interest in common/collective trusts at end of year2022-12-31$198,413
Value of interest in common/collective trusts at beginning of year2022-12-31$139,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,947,282
Net investment gain or loss from common/collective trusts2022-12-31$3,930
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$45,710
Employer contributions (assets) at end of year2022-12-31$163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,941,105
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 name2022-12-31DOPKINS AND COMPANY
Accountancy firm EIN2022-12-31160929175
2021 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,614,140
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,302,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,213,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,628,843
Value of total assets at end of year2021-12-31$15,798,783
Value of total assets at beginning of year2021-12-31$15,486,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,369
Total interest from all sources2021-12-31$8,168
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$608,613
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$608,613
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,354,973
Participant contributions at end of year2021-12-31$218,766
Participant contributions at beginning of year2021-12-31$200,055
Participant contributions at beginning of year2021-12-31$3,582
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$232,819
Administrative expenses (other) incurred2021-12-31$88,369
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$311,856
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,798,783
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,486,927
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,440,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,851,577
Interest on participant loans2021-12-31$8,168
Value of interest in common/collective trusts at end of year2021-12-31$139,664
Value of interest in common/collective trusts at beginning of year2021-12-31$431,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,362,521
Net investment gain or loss from common/collective trusts2021-12-31$5,995
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$41,051
Employer contributions (assets) at beginning of year2021-12-31$140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,213,915
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 name2021-12-31DOPKINS AND COMPANY
Accountancy firm EIN2021-12-31160929175
2020 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$3,939,775
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,503,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,470,667
Value of total corrective distributions2020-12-31$251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,757,616
Value of total assets at end of year2020-12-31$15,486,927
Value of total assets at beginning of year2020-12-31$13,050,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,909
Total interest from all sources2020-12-31$7,099
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$359,191
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$359,191
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$1,197,524
Participant contributions at end of year2020-12-31$200,055
Participant contributions at beginning of year2020-12-31$120,279
Participant contributions at end of year2020-12-31$3,582
Participant contributions at beginning of year2020-12-31$37,468
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$526,341
Other income not declared elsewhere2020-12-31$1,728
Administrative expenses (other) incurred2020-12-31$32,909
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$2,435,948
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,486,927
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,050,979
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,851,577
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,886,941
Interest on participant loans2020-12-31$7,099
Value of interest in common/collective trusts at end of year2020-12-31$431,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,403,179
Net investment gain/loss from pooled separate accounts2020-12-31$407,174
Net investment gain or loss from common/collective trusts2020-12-31$3,788
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$33,751
Employer contributions (assets) at end of year2020-12-31$140
Employer contributions (assets) at beginning of year2020-12-31$1,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,470,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31DOPKINS AND COMPANY
Accountancy firm EIN2020-12-31160929175
2019 : HCR HOME CARE SAVINGS AND PROFIT SHARING 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 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 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$3,479,024
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,274,381
Total of all expenses incurred2019-12-31$1,274,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,261,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,261,449
Expenses. Certain deemed distributions of participant loans2019-12-31$8,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,226,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,226,129
Value of total assets at end of year2019-12-31$13,050,979
Value of total assets at end of year2019-12-31$13,050,979
Value of total assets at beginning of year2019-12-31$10,846,336
Value of total assets at beginning of year2019-12-31$10,846,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,953
Total interest from all sources2019-12-31$8,359
Total interest from all sources2019-12-31$8,359
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,016,675
Participant contributions at end of year2019-12-31$120,279
Participant contributions at end of year2019-12-31$120,279
Participant contributions at beginning of year2019-12-31$181,439
Participant contributions at beginning of year2019-12-31$181,439
Participant contributions at end of year2019-12-31$37,468
Participant contributions at end of year2019-12-31$37,468
Participant contributions at beginning of year2019-12-31$985
Participant contributions at beginning of year2019-12-31$985
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$172,888
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
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$2,204,643
Value of net income/loss2019-12-31$2,204,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,050,979
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,050,979
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,846,336
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,846,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,886,941
Value of interest in pooled separate accounts at end of year2019-12-31$12,886,941
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,630,003
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,630,003
Interest on participant loans2019-12-31$8,359
Interest on participant loans2019-12-31$8,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,203
Net investment gain/loss from pooled separate accounts2019-12-31$2,244,536
Net investment gain/loss from pooled separate accounts2019-12-31$2,244,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$36,566
Contributions received in cash from employer2019-12-31$36,566
Employer contributions (assets) at end of year2019-12-31$1,846
Employer contributions (assets) at end of year2019-12-31$1,846
Employer contributions (assets) at beginning of year2019-12-31$30,706
Employer contributions (assets) at beginning of year2019-12-31$30,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,261,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,261,449
Contract administrator fees2019-12-31$3,953
Contract administrator fees2019-12-31$3,953
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOPKINS AND COMPANY
Accountancy firm name2019-12-31DOPKINS AND COMPANY
Accountancy firm EIN2019-12-31160929175
Accountancy firm EIN2019-12-31160929175
2018 : HCR HOME CARE SAVINGS AND PROFIT SHARING 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$335,243
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,668,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,629,804
Expenses. Certain deemed distributions of participant loans2018-12-31$30,229
Value of total corrective distributions2018-12-31$3,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,136,770
Value of total assets at end of year2018-12-31$10,846,336
Value of total assets at beginning of year2018-12-31$12,179,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,373
Total interest from all sources2018-12-31$8,415
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$1,500,000
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$983,048
Participant contributions at end of year2018-12-31$181,439
Participant contributions at beginning of year2018-12-31$140,793
Participant contributions at end of year2018-12-31$985
Participant contributions at beginning of year2018-12-31$980
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$119,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,333,462
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,846,336
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,179,798
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 pooled separate accounts at end of year2018-12-31$10,630,003
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,932,108
Interest on participant loans2018-12-31$8,415
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$80,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$528
Net investment gain/loss from pooled separate accounts2018-12-31$-809,942
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$33,766
Employer contributions (assets) at end of year2018-12-31$30,706
Employer contributions (assets) at beginning of year2018-12-31$25,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,629,804
Contract administrator fees2018-12-31$5,373
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 name2018-12-31DOPKINS AND COMPANY
Accountancy firm EIN2018-12-31160929175
2017 : HCR HOME CARE SAVINGS AND PROFIT SHARING 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$2,994,025
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$625,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$604,167
Expenses. Certain deemed distributions of participant loans2017-12-31$16,973
Value of total corrective distributions2017-12-31$305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,292,355
Value of total assets at end of year2017-12-31$12,179,798
Value of total assets at beginning of year2017-12-31$9,811,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,217
Total interest from all sources2017-12-31$6,372
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$1,500,000
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$1,109,678
Participant contributions at end of year2017-12-31$140,793
Participant contributions at beginning of year2017-12-31$128,324
Participant contributions at end of year2017-12-31$980
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$144,581
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$2,368,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,179,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,811,435
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 pooled separate accounts at end of year2017-12-31$11,932,108
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,624,665
Interest on participant loans2017-12-31$6,372
Value of interest in common/collective trusts at end of year2017-12-31$80,267
Value of interest in common/collective trusts at beginning of year2017-12-31$55,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,027
Net investment gain/loss from pooled separate accounts2017-12-31$1,695,298
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$38,096
Employer contributions (assets) at end of year2017-12-31$25,122
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$604,167
Contract administrator fees2017-12-31$4,217
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS AND COMPANY
Accountancy firm EIN2017-12-31160929175
2016 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,949,060
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$808,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$798,370
Value of total corrective distributions2016-12-31$3,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,263,114
Value of total assets at end of year2016-12-31$9,811,435
Value of total assets at beginning of year2016-12-31$8,670,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,106
Total interest from all sources2016-12-31$5,362
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,106
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$986,706
Participant contributions at end of year2016-12-31$128,324
Participant contributions at beginning of year2016-12-31$108,400
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$243,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,140,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,811,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,670,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$9,624,665
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,401,308
Interest on participant loans2016-12-31$5,362
Value of interest in common/collective trusts at end of year2016-12-31$55,419
Value of interest in common/collective trusts at beginning of year2016-12-31$161,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$41
Net investment gain/loss from pooled separate accounts2016-12-31$680,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$798,370
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS AND COMPANY
Accountancy firm EIN2016-12-31160929175
2015 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,196,837
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$928,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$919,283
Value of total corrective distributions2015-12-31$4,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,302,367
Value of total assets at end of year2015-12-31$8,670,757
Value of total assets at beginning of year2015-12-31$8,402,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,868
Total interest from all sources2015-12-31$3,424
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,868
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$994,524
Participant contributions at end of year2015-12-31$108,400
Participant contributions at beginning of year2015-12-31$50,286
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$274,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$267,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,670,757
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,402,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,401,308
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,352,530
Interest on participant loans2015-12-31$3,424
Value of interest in common/collective trusts at end of year2015-12-31$161,008
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$41
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-108,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$919,283
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOPKINS AND COMPANY
Accountancy firm EIN2015-12-31160929175
2014 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,443,736
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$734,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$718,916
Expenses. Certain deemed distributions of participant loans2014-12-31$5,280
Value of total corrective distributions2014-12-31$3,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,094,589
Value of total assets at end of year2014-12-31$8,402,816
Value of total assets at beginning of year2014-12-31$7,693,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,232
Total interest from all sources2014-12-31$2,014
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$966,827
Participant contributions at end of year2014-12-31$50,286
Participant contributions at beginning of year2014-12-31$20,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$709,191
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,402,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,693,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,352,530
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,669,348
Interest on participant loans2014-12-31$2,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,600
Net investment gain/loss from pooled separate accounts2014-12-31$347,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,993
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$718,916
Contract administrator fees2014-12-31$7,232
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FREED MAXICK, CPAS, PC
Accountancy firm EIN2014-12-31454051133
2013 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,164,589
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$576,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$536,024
Expenses. Certain deemed distributions of participant loans2013-12-31$23,900
Value of total corrective distributions2013-12-31$5,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,013,583
Value of total assets at end of year2013-12-31$7,693,625
Value of total assets at beginning of year2013-12-31$6,105,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,860
Total interest from all sources2013-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$891,824
Participant contributions at end of year2013-12-31$20,155
Participant contributions at beginning of year2013-12-31$44,007
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,588,574
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,693,625
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,105,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,669,348
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,056,908
Interest on participant loans2013-12-31$1,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,136
Net investment gain/loss from pooled separate accounts2013-12-31$1,149,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$31,407
Employer contributions (assets) at end of year2013-12-31$2,522
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$536,024
Contract administrator fees2013-12-31$10,860
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FREED MAXICK, CPAS, PC
Accountancy firm EIN2013-12-31454051133
2012 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,661,709
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$807,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$790,010
Expenses. Certain deemed distributions of participant loans2012-12-31$9,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$913,872
Value of total assets at end of year2012-12-31$6,105,051
Value of total assets at beginning of year2012-12-31$5,250,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,216
Total interest from all sources2012-12-31$2,163
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$824,699
Participant contributions at end of year2012-12-31$44,007
Participant contributions at beginning of year2012-12-31$43,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$854,239
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,105,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,250,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,056,908
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,204,396
Income. Interest from loans (other than to participants)2012-12-31$2,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,080
Net investment gain/loss from pooled separate accounts2012-12-31$745,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$29,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$790,010
Contract administrator fees2012-12-31$8,216
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FREED MAXICK, CPAS, PC
Accountancy firm EIN2012-12-31454051133
2011 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$745,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$673,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$656,437
Value of total corrective distributions2011-12-31$6,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$943,884
Value of total assets at end of year2011-12-31$5,250,812
Value of total assets at beginning of year2011-12-31$5,179,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,017
Total interest from all sources2011-12-31$2,057
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$806,225
Participant contributions at end of year2011-12-31$43,336
Participant contributions at beginning of year2011-12-31$52,773
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$104,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$71,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,250,812
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,179,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,204,396
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,125,063
Income. Interest from loans (other than to participants)2011-12-31$2,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,359
Net investment gain/loss from pooled separate accounts2011-12-31$-200,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$656,437
Contract administrator fees2011-12-31$11,017
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FREED MAXICK, CPAS, PC
Accountancy firm EIN2011-12-31454051133
2010 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,434,188
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$646,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$637,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$816,939
Value of total assets at end of year2010-12-31$5,179,195
Value of total assets at beginning of year2010-12-31$4,391,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,304
Total interest from all sources2010-12-31$2,824
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$753,893
Participant contributions at end of year2010-12-31$52,773
Participant contributions at beginning of year2010-12-31$56,220
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$787,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,179,195
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,391,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,125,063
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,335,501
Interest on participant loans2010-12-31$2,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$614,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$637,410
Contract administrator fees2010-12-31$9,304
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FREED MAXICK & BATTAGLIA, CPAS, PC
Accountancy firm EIN2010-12-31161608956
2009 : HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN

2022: HCR HOME CARE SAVINGS AND PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HCR HOME CARE SAVINGS AND PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HCR HOME CARE SAVINGS AND PROFIT SHARING 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: HCR HOME CARE SAVINGS AND PROFIT SHARING 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: HCR HOME CARE SAVINGS AND PROFIT SHARING 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: HCR HOME CARE SAVINGS AND PROFIT SHARING 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
2016: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number82102
Policy instance 1
Insurance contract or identification number82102
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,253
Total amount of fees paid to insurance companyUSD $1,825
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?No
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 $10,544
Insurance broker organization code?3
Amount paid for insurance broker fees1825
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number82102
Policy instance 1
Insurance contract or identification number82102
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,473
Total amount of fees paid to insurance companyUSD $2,860
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?No
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 $21,473
Insurance broker organization code?3
Amount paid for insurance broker fees2860
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number82102
Policy instance 1
Insurance contract or identification number82102
Number of Individuals Covered338
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,159
Total amount of fees paid to insurance companyUSD $3,830
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?No
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 $24,159
Insurance broker organization code?3
Amount paid for insurance broker fees3830
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number82102
Policy instance 1
Insurance contract or identification number82102
Number of Individuals Covered331
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,027
Total amount of fees paid to insurance companyUSD $2,540
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?No
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 $27,027
Insurance broker organization code?3
Amount paid for insurance broker fees2540
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameJOHN HANCOCK RPS LLC

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