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INFINITY HOSPICE CARE 401(K) PLAN 401k Plan overview

Plan NameINFINITY HOSPICE CARE 401(K) PLAN
Plan identification number 001

INFINITY HOSPICE CARE 401(K) PLAN Benefits

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

401k Sponsoring company profile

INFINITY HOSPICE CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:INFINITY HOSPICE CARE, LLC
Employer identification number (EIN):202586546
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFINITY HOSPICE CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAWN T. PARKER, CPC, QPA, ERPA2024-07-11
0012022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-07-15
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-07-11
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-06-07
0012019-01-01ALAN GOLD, CPA2020-06-16
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01DARREN BERTRAM2014-07-17
0012012-01-01DARREN BERTRAM2014-07-17
0012011-01-01DARREN BERTRAM2012-06-06
0012010-01-01DARREN BERTRAM2011-06-23 DARREN BERTRAM2011-06-23

Plan Statistics for INFINITY HOSPICE CARE 401(K) PLAN

401k plan membership statisitcs for INFINITY HOSPICE CARE 401(K) PLAN

Measure Date Value
2023: INFINITY HOSPICE CARE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01351
Total number of active participants reported on line 7a of the Form 55002023-01-01204
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01158
Total of all active and inactive participants2023-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01362
Number of participants with account balances2023-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: INFINITY HOSPICE CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01317
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01157
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01351
Number of participants with account balances2022-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: INFINITY HOSPICE CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01100
Total of all active and inactive participants2021-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01293
Number of participants with account balances2021-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: INFINITY HOSPICE CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01281
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: INFINITY HOSPICE CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2017: INFINITY HOSPICE CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: INFINITY HOSPICE CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: INFINITY HOSPICE CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on INFINITY HOSPICE CARE 401(K) PLAN

Measure Date Value
2023 : INFINITY HOSPICE CARE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,103,844
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,019,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$953,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,165,446
Value of total assets at end of year2023-12-31$6,862,884
Value of total assets at beginning of year2023-12-31$5,778,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$65,889
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$810,281
Participant contributions at end of year2023-12-31$105,000
Participant contributions at beginning of year2023-12-31$24,199
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$51,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,084,155
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,862,884
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,778,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,427,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,222,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$326,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$530,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$938,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$304,012
Employer contributions (assets) at end of year2023-12-31$3,675
Employer contributions (assets) at beginning of year2023-12-31$1,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$953,800
Contract administrator fees2023-12-31$44,297
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2023-12-31455497718
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,103,844
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,019,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$953,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,165,446
Value of total assets at end of year2023-01-01$6,862,884
Value of total assets at beginning of year2023-01-01$5,778,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$65,889
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$810,281
Participant contributions at end of year2023-01-01$105,000
Participant contributions at beginning of year2023-01-01$24,199
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$51,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,084,155
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,862,884
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,778,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$21,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$6,427,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$5,222,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$326,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$530,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$938,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$304,012
Employer contributions (assets) at end of year2023-01-01$3,675
Employer contributions (assets) at beginning of year2023-01-01$1,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$953,800
Contract administrator fees2023-01-01$44,297
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KIMBERLIN COMPANY PLLC
Accountancy firm EIN2023-01-01455497718
2022 : INFINITY HOSPICE CARE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$33,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$585,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$526,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,115,527
Value of total assets at end of year2022-12-31$5,778,729
Value of total assets at beginning of year2022-12-31$6,330,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,336
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$246,908
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$246,908
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$804,081
Participant contributions at end of year2022-12-31$24,199
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-551,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,778,729
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,330,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,222,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,806,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$530,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$523,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,329,062
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$311,446
Employer contributions (assets) at end of year2022-12-31$1,102
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$526,899
Contract administrator fees2022-12-31$38,667
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 name2022-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2022-12-31455497718
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$33,373
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$585,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$526,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,115,527
Value of total assets at end of year2022-01-01$5,778,729
Value of total assets at beginning of year2022-01-01$6,330,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$58,336
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$246,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$246,908
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$804,081
Participant contributions at end of year2022-01-01$24,199
Participant contributions at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-551,862
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,778,729
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,330,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$19,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$5,222,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,806,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$530,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$523,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,329,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$311,446
Employer contributions (assets) at end of year2022-01-01$1,102
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$526,899
Contract administrator fees2022-01-01$38,667
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KIMBERLIN COMPANY PLLC
Accountancy firm EIN2022-01-01455497718
2021 : INFINITY HOSPICE CARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,763,225
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$351,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$329,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,084,861
Value of total assets at end of year2021-12-31$6,330,591
Value of total assets at beginning of year2021-12-31$4,919,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,230
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$772,059
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,411,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,330,591
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,919,204
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$5,806,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,452,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$523,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$466,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$678,364
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$307,204
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$329,608
Contract administrator fees2021-12-31$22,230
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 name2021-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2021-12-31455497718
2020 : INFINITY HOSPICE CARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,515,175
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$422,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$407,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$963,037
Value of total assets at end of year2020-12-31$4,919,204
Value of total assets at beginning of year2020-12-31$3,826,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,907
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$635,714
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$66,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,092,314
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,919,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,826,890
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$4,452,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,626,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$466,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$200,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$552,138
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$260,890
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$407,954
Contract administrator fees2020-12-31$14,907
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 name2020-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2020-12-31455497718
2019 : INFINITY HOSPICE CARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,381,134
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$659,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$749,263
Value of total assets at end of year2019-12-31$3,826,890
Value of total assets at beginning of year2019-12-31$3,105,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,054
Total interest from all sources2019-12-31$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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$311,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$512,609
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$721,399
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,826,890
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,105,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,626,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,551,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$200,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$554,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$631,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$236,654
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,681
Contract administrator fees2019-12-31$17,054
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2019-12-31455497718
2018 : INFINITY HOSPICE CARE 401(K) 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$580,975
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$259,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$243,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$762,814
Value of total assets at end of year2018-12-31$3,105,491
Value of total assets at beginning of year2018-12-31$2,784,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,755
Total interest from all sources2018-12-31$0
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$300,000
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$535,191
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,882
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$321,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,105,491
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,784,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,551,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,281,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$554,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$503,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-181,839
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$219,741
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$243,067
Contract administrator fees2018-12-31$16,755
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 name2018-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2018-12-31455497718
2017 : INFINITY HOSPICE CARE 401(K) 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$925,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$191,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$179,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$631,596
Value of total assets at end of year2017-12-31$2,784,338
Value of total assets at beginning of year2017-12-31$2,049,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,095
Total interest from all sources2017-12-31$0
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$300,000
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$439,239
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,635
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$734,894
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,784,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,049,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,281,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,676,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$503,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$373,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$294,309
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$177,722
Employer contributions (assets) at end of year2017-12-31$0
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$179,916
Contract administrator fees2017-12-31$11,095
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 name2017-12-31KIMBERLIN COMPANY PLLC
Accountancy firm EIN2017-12-31455497718
2016 : INFINITY HOSPICE CARE 401(K) 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$537,383
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$191,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$175,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$405,126
Value of total assets at end of year2016-12-31$2,049,444
Value of total assets at beginning of year2016-12-31$1,703,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,972
Total interest from all sources2016-12-31$0
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$205,945
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$275,845
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$39
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,426
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$345,525
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,049,444
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,703,919
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,676,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,703,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$373,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$132,257
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$127,855
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$66
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$175,886
Contract administrator fees2016-12-31$15,972
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 name2016-12-31EDWARDS, LARGAY, MIHAYLO & CO. PLC
Accountancy firm EIN2016-12-31861009057
2015 : INFINITY HOSPICE CARE 401(K) 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$328,517
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$95,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$340,989
Value of total assets at end of year2015-12-31$1,703,919
Value of total assets at beginning of year2015-12-31$1,470,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,849
Total interest from all sources2015-12-31$0
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000
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$228,447
Participant contributions at end of year2015-12-31$39
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$233,365
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,703,919
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,470,554
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,703,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,470,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,472
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$112,542
Employer contributions (assets) at end of year2015-12-31$66
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,303
Contract administrator fees2015-12-31$15,849
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 name2015-12-31EDWARDS, LARGAY, MIHAYLO & CO. PLC
Accountancy firm EIN2015-12-31861009057

Form 5500 Responses for INFINITY HOSPICE CARE 401(K) PLAN

2023: INFINITY HOSPICE CARE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INFINITY HOSPICE CARE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INFINITY HOSPICE CARE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INFINITY HOSPICE CARE 401(K) 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 - TrustYes
2019: INFINITY HOSPICE CARE 401(K) 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 - TrustYes
2017: INFINITY HOSPICE CARE 401(K) 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 - TrustYes
2016: INFINITY HOSPICE CARE 401(K) 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: INFINITY HOSPICE CARE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 1
Insurance contract or identification number415-81255
Number of Individuals Covered320
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 1
Insurance contract or identification number415-81255
Number of Individuals Covered296
Insurance policy start date2022-01-01
Insurance policy end date2022-02-19
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number636-80139
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81255
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number636-80139
Policy instance 1

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