INFINITY HOSPICE CARE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INFINITY HOSPICE CARE 401(K) PLAN
Measure | Date | Value |
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2022 : INFINITY HOSPICE CARE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $585,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $5,778,729 |
Value of total assets at beginning of year | 2022-12-31 | $6,330,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,336 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $246,908 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $804,081 |
Participant contributions at end of year | 2022-12-31 | $24,199 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,669 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,222,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,806,745 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $530,597 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $311,446 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,102 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $526,899 |
Contract administrator fees | 2022-12-31 | $38,667 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2022-12-31 | 455497718 |
2021 : INFINITY HOSPICE CARE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $351,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $6,330,591 |
Value of total assets at beginning of year | 2021-12-31 | $4,919,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,230 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $772,059 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,806,745 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,452,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $523,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $307,204 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $329,608 |
Contract administrator fees | 2021-12-31 | $22,230 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2021-12-31 | 455497718 |
2020 : INFINITY HOSPICE CARE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,515,175 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $422,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $4,919,204 |
Value of total assets at beginning of year | 2020-12-31 | $3,826,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,907 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $635,714 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,452,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,626,190 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $466,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $260,890 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $407,954 |
Contract administrator fees | 2020-12-31 | $14,907 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2020-12-31 | 455497718 |
2019 : INFINITY HOSPICE CARE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $1,381,134 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $659,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $3,826,890 |
Value of total assets at beginning of year | 2019-12-31 | $3,105,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,054 |
Total interest from all sources | 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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $311,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $512,609 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,626,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,551,258 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $200,700 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $236,654 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,681 |
Contract administrator fees | 2019-12-31 | $17,054 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2019-12-31 | 455497718 |
2018 : INFINITY HOSPICE CARE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $259,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $3,105,491 |
Value of total assets at beginning of year | 2018-12-31 | $2,784,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,755 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $535,191 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,551,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,281,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $554,233 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $219,741 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $243,067 |
Contract administrator fees | 2018-12-31 | $16,755 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2018-12-31 | 455497718 |
2017 : INFINITY HOSPICE CARE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $191,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $2,784,338 |
Value of total assets at beginning of year | 2017-12-31 | $2,049,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,095 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $439,239 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,281,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,676,285 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $503,103 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $177,722 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $179,916 |
Contract administrator fees | 2017-12-31 | $11,095 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2017-12-31 | 455497718 |
2016 : INFINITY HOSPICE CARE 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $191,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $2,049,444 |
Value of total assets at beginning of year | 2016-12-31 | $1,703,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,972 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $205,945 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $275,845 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,676,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,703,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $373,159 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $127,855 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $66 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $175,886 |
Contract administrator fees | 2016-12-31 | $15,972 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EDWARDS, LARGAY, MIHAYLO & CO. PLC |
Accountancy firm EIN | 2016-12-31 | 861009057 |
2015 : INFINITY HOSPICE CARE 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $95,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $1,703,919 |
Value of total assets at beginning of year | 2015-12-31 | $1,470,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,849 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $30,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $228,447 |
Participant contributions at end of year | 2015-12-31 | $39 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,703,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $112,542 |
Employer contributions (assets) at end of year | 2015-12-31 | $66 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $79,303 |
Contract administrator fees | 2015-12-31 | $15,849 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EDWARDS, LARGAY, MIHAYLO & CO. PLC |
Accountancy firm EIN | 2015-12-31 | 861009057 |