401k Plan data: BRISTOL HOSPICE 401(K) PLAN plan

BRISTOL HOSPICE 401(K) PLAN 401k Plan overview

Plan Name	BRISTOL HOSPICE 401(K) PLAN
Plan identification number	001

BRISTOL HOSPICE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

BRISTOL HOSPICE has sponsored the creation of one or more 401k plans.

Company Name: BRISTOL HOSPICE

Employer identification number (EIN): 203688586

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GERRY CHRISTENSEN 2018-10-10

Plan Statistics for BRISTOL HOSPICE 401(K) PLAN

401k plan membership statisitcs for BRISTOL HOSPICE 401(K) PLAN

Measure Date Value
2022: BRISTOL HOSPICE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,850
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,769
Number of retired or separated participants receiving benefits 2022-01-01 46
Number of other retired or separated participants entitled to future benefits 2022-01-01 490
Total of all active and inactive participants 2022-01-01 3,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3,305
Number of participants with account balances 2022-01-01 1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 57
2021: BRISTOL HOSPICE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,332
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,423
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 432
Total of all active and inactive participants 2021-01-01 2,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,855
Number of participants with account balances 2021-01-01 1,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 60
2020: BRISTOL HOSPICE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,175
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,877
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 336
Total of all active and inactive participants 2020-01-01 2,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,213
Number of participants with account balances 2020-01-01 1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 59
2019: BRISTOL HOSPICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,695
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,565
Number of retired or separated participants receiving benefits 2019-01-01 592
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,157
Number of participants with account balances 2019-01-01 1,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: BRISTOL HOSPICE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,082
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,255
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,331
Number of participants with account balances 2018-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2022: BRISTOL HOSPICE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,850
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,769
Number of retired or separated participants receiving benefits	2022-01-01	46
Number of other retired or separated participants entitled to future benefits	2022-01-01	490
Total of all active and inactive participants	2022-01-01	3,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3,305
Number of participants with account balances	2022-01-01	1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	57
2021: BRISTOL HOSPICE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,332
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,423
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	432
Total of all active and inactive participants	2021-01-01	2,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,855
Number of participants with account balances	2021-01-01	1,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	60
2020: BRISTOL HOSPICE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,175
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,877
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	336
Total of all active and inactive participants	2020-01-01	2,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,213
Number of participants with account balances	2020-01-01	1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	59
2019: BRISTOL HOSPICE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,695
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,565
Number of retired or separated participants receiving benefits	2019-01-01	592
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,157
Number of participants with account balances	2019-01-01	1,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: BRISTOL HOSPICE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,082
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,255
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,331
Number of participants with account balances	2018-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on BRISTOL HOSPICE 401(K) PLAN

Measure	Date	Value
2022 : BRISTOL HOSPICE 401(K) PLAN 2022 401k financial data
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	$-2,088,146
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,932,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,774,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,142,978
Value of total assets at end of year	2022-12-31	$34,744,119
Value of total assets at beginning of year	2022-12-31	$40,764,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$157,955
Total interest from all sources	2022-12-31	$7,254
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$5,046,154
Participant contributions at end of year	2022-12-31	$228,965
Participant contributions at beginning of year	2022-12-31	$360,916
Participant contributions at end of year	2022-12-31	$86,193
Participant contributions at beginning of year	2022-12-31	$346,684
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$440,334
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash 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	$-6,020,228
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,744,119
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,764,347
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	$82,927
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,926,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,549,692
Interest on participant loans	2022-12-31	$7,254
Value of interest in common/collective trusts at end of year	2022-12-31	$846,057
Value of interest in common/collective trusts at beginning of year	2022-12-31	$26,020,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,242,546
Net investment gain or loss from common/collective trusts	2022-12-31	$4,168
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	$1,656,490
Employer contributions (assets) at end of year	2022-12-31	$1,656,490
Employer contributions (assets) at beginning of year	2022-12-31	$1,486,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,774,127
Contract administrator fees	2022-12-31	$75,028
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	JONES SIMKINS LLC
Accountancy firm EIN	2022-12-31	461592906
2021 : BRISTOL HOSPICE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$6,241,744
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	$11,597,680
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,762,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,598,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,242,514
Value of total assets at end of year	2021-12-31	$40,764,347
Value of total assets at beginning of year	2021-12-31	$28,687,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$163,927
Total interest from all sources	2021-12-31	$21,440
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$708,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$708,975
Administrative expenses professional fees incurred	2021-12-31	$76,398
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	$4,559,140
Participant contributions at end of year	2021-12-31	$360,916
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$346,684
Participant contributions at beginning of year	2021-12-31	$73,971
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,486,090
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
Income. Non cash contributions	2021-12-31	$1,197,284
Value of net income/loss	2021-12-31	$5,835,277
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,764,347
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,687,326
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
Investment advisory and management fees	2021-12-31	$87,529
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,549,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,087,977
Interest on participant loans	2021-12-31	$21,440
Value of interest in common/collective trusts at end of year	2021-12-31	$26,020,965
Value of interest in common/collective trusts at beginning of year	2021-12-31	$17,418,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$566,646
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$1,486,090
Employer contributions (assets) at beginning of year	2021-12-31	$1,106,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,598,476
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	JONES SIMKINS LLC
Accountancy firm EIN	2021-12-31	461592906
2020 : BRISTOL HOSPICE 401(K) PLAN 2020 401k financial data
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	$8,860,228
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,027,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,900,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,656,531
Value of total assets at end of year	2020-12-31	$28,687,326
Value of total assets at beginning of year	2020-12-31	$25,854,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$126,906
Total interest from all sources	2020-12-31	$3,807
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$361,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$361,847
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$2,959,203
Participant contributions at end of year	2020-12-31	$73,971
Participant contributions at beginning of year	2020-12-31	$100,062
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$590,928
Administrative expenses (other) incurred	2020-12-31	$81,173
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	$2,833,077
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,687,326
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,854,249
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
Investment advisory and management fees	2020-12-31	$45,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,087,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,518,881
Interest on participant loans	2020-12-31	$3,807
Value of interest in common/collective trusts at end of year	2020-12-31	$17,418,978
Value of interest in common/collective trusts at beginning of year	2020-12-31	$16,372,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,441,322
Net investment gain or loss from common/collective trusts	2020-12-31	$2,396,721
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	$1,106,400
Employer contributions (assets) at end of year	2020-12-31	$1,106,400
Employer contributions (assets) at beginning of year	2020-12-31	$862,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,900,245
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	JONES SIMKINS LLC
Accountancy firm EIN	2020-12-31	461592906
2019 : BRISTOL HOSPICE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$18,499,361
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	$7,860,227
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,166,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,093,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,169,805
Value of total assets at end of year	2019-12-31	$25,854,249
Value of total assets at beginning of year	2019-12-31	$2,661,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,726
Total interest from all sources	2019-12-31	$1,180
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$251,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$251,677
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$2,489,801
Participant contributions at end of year	2019-12-31	$100,062
Participant contributions at beginning of year	2019-12-31	$3,976
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$817,374
Administrative expenses (other) incurred	2019-12-31	$48,470
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	$4,693,425
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,854,249
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,661,463
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
Investment advisory and management fees	2019-12-31	$25,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,518,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,448,731
Interest on participant loans	2019-12-31	$1,180
Value of interest in common/collective trusts at end of year	2019-12-31	$16,372,676
Value of interest in common/collective trusts at beginning of year	2019-12-31	$208,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,437,871
Net investment gain or loss from common/collective trusts	2019-12-31	$999,694
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	$862,630
Employer contributions (assets) at end of year	2019-12-31	$862,630
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	$3,093,076
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	JONES SIMKINS LLC
Accountancy firm EIN	2019-12-31	461592906
2018 : BRISTOL HOSPICE 401(K) PLAN 2018 401k financial data
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	$888,863
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$317,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$288,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$989,914
Value of total assets at end of year	2018-12-31	$2,661,463
Value of total assets at beginning of year	2018-12-31	$2,090,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,390
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$174,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$174,823
Administrative expenses professional fees incurred	2018-12-31	$14,161
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
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	$709,070
Participant contributions at end of year	2018-12-31	$3,976
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$280,844
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	$571,076
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,661,463
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,090,387
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
Investment advisory and management fees	2018-12-31	$15,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,448,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,910,920
Value of interest in common/collective trusts at end of year	2018-12-31	$208,756
Value of interest in common/collective trusts at beginning of year	2018-12-31	$179,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-275,874
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$288,397
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	JONES SIMKINS LLC
Accountancy firm EIN	2018-12-31	461592906

Form 5500 Responses for BRISTOL HOSPICE 401(K) PLAN

2022: BRISTOL HOSPICE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRISTOL HOSPICE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRISTOL HOSPICE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRISTOL HOSPICE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRISTOL HOSPICE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRISTOL HOSPICE
Employer identification number (EIN):	203688586
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners