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HEART TO HEART HOSPICE 401(K) PLAN 401k Plan overview

Plan NameHEART TO HEART HOSPICE 401(K) PLAN
Plan identification number 333

HEART TO HEART HOSPICE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEART TO HEART HOSPICE HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEART TO HEART HOSPICE HOLDINGS, LLC
Employer identification number (EIN):202684124
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about HEART TO HEART HOSPICE HOLDINGS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5262375

More information about HEART TO HEART HOSPICE HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART TO HEART HOSPICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332012-01-01STEPHEN LAM STEPHEN LAM2013-10-15

Plan Statistics for HEART TO HEART HOSPICE 401(K) PLAN

401k plan membership statisitcs for HEART TO HEART HOSPICE 401(K) PLAN

Measure Date Value
2012: HEART TO HEART HOSPICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01524
Total number of active participants reported on line 7a of the Form 55002012-01-01703
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01762
Number of participants with account balances2012-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on HEART TO HEART HOSPICE 401(K) PLAN

Measure Date Value
2012 : HEART TO HEART HOSPICE 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,559,212
Total of all expenses incurred2012-12-31$85,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$72,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,499,879
Value of total assets at end of year2012-12-31$1,473,929
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,209
Total interest from all sources2012-12-31$1,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$719,248
Participant contributions at end of year2012-12-31$52,587
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$292,131
Administrative expenses (other) incurred2012-12-31$13,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,473,929
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,473,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,336,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$316
Interest earned on other investments2012-12-31$1,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$84,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$57,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$488,500
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,074
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITLEY PENN LLP
Accountancy firm EIN2012-12-31752393478

Form 5500 Responses for HEART TO HEART HOSPICE 401(K) PLAN

2012: HEART TO HEART HOSPICE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

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