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MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 401k Plan overview

Plan NameMOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN
Plan identification number 001

MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOORESTOWN VISITING NURSE ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOORESTOWN VISITING NURSE ASSOCIATION, INC.
Employer identification number (EIN):210634998
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN MILLER
0012016-01-01KATHLEEN MILLER
0012015-01-01KATHLEEN MILLER
0012014-01-01KATHLEEN MILLER
0012013-01-01KATHLEEN MILLER
0012012-01-01KATHLEEN MILLER
0012011-01-01KATHLEEN MILLER
0012009-01-01KATHLEEN MILLER

Plan Statistics for MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN

401k plan membership statisitcs for MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN

Measure Date Value
2022: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01305
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01285
Number of participants with account balances2022-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01305
Number of participants with account balances2021-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01356
Total number of active participants reported on line 7a of the Form 55002020-01-01197
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01317
Number of participants with account balances2020-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01356
Number of participants with account balances2019-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01429
Total number of active participants reported on line 7a of the Form 55002018-01-01319
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01395
Number of participants with account balances2018-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01438
Total number of active participants reported on line 7a of the Form 55002017-01-01382
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01429
Number of participants with account balances2017-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01383
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01438
Number of participants with account balances2016-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01417
Total number of active participants reported on line 7a of the Form 55002015-01-01364
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01425
Number of participants with account balances2015-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01450
Total number of active participants reported on line 7a of the Form 55002014-01-01356
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01417
Number of participants with account balances2014-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01453
Total number of active participants reported on line 7a of the Form 55002013-01-01387
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01450
Number of participants with account balances2013-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01676
Total number of active participants reported on line 7a of the Form 55002012-01-01410
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01453
Number of participants with account balances2012-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01665
Total number of active participants reported on line 7a of the Form 55002011-01-01499
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01177
Total of all active and inactive participants2011-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01676
Number of participants with account balances2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01571
Total number of active participants reported on line 7a of the Form 55002009-01-01463
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01472
Number of participants with account balances2009-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN

Measure Date Value
2022 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,226,283
Total of all expenses incurred2022-12-31$2,096,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,031,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$710,520
Value of total assets at end of year2022-12-31$19,731,034
Value of total assets at beginning of year2022-12-31$24,053,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,806
Total interest from all sources2022-12-31$63,987
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,124
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$265,124
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$547,502
Participant contributions at end of year2022-12-31$188,801
Participant contributions at beginning of year2022-12-31$158,024
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$162,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$378
Administrative expenses (other) incurred2022-12-31$54,806
Total non interest bearing cash at end of year2022-12-31$53,913
Total non interest bearing cash at beginning of year2022-12-31$44,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,322,958
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,731,034
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,053,992
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,184,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,044,814
Value of interest in pooled separate accounts at end of year2022-12-31$1,897,826
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,965,996
Interest on participant loans2022-12-31$9,892
Interest earned on other investments2022-12-31$54,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,389,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,525,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,284,878
Net investment gain/loss from pooled separate accounts2022-12-31$18,964
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$170
Employer contributions (assets) at beginning of year2022-12-31$298,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,031,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31210658561
2021 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,533,184
Total of all expenses incurred2021-12-31$2,080,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,013,228
Expenses. Certain deemed distributions of participant loans2021-12-31$-1,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$854,063
Value of total assets at end of year2021-12-31$24,053,992
Value of total assets at beginning of year2021-12-31$22,601,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,726
Total interest from all sources2021-12-31$59,831
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$673,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$673,436
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$553,345
Participant contributions at end of year2021-12-31$158,024
Participant contributions at beginning of year2021-12-31$188,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$506
Administrative expenses (other) incurred2021-12-31$58,726
Total non interest bearing cash at end of year2021-12-31$44,943
Total non interest bearing cash at beginning of year2021-12-31$33,526
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$1,452,545
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,053,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,601,447
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
Investment advisory and management fees2021-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,044,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,530,498
Value of interest in pooled separate accounts at end of year2021-12-31$1,965,996
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,989,471
Interest on participant loans2021-12-31$3,868
Interest earned on other investments2021-12-31$55,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,525,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,522,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,925,878
Net investment gain/loss from pooled separate accounts2021-12-31$19,976
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$300,718
Employer contributions (assets) at end of year2021-12-31$298,611
Employer contributions (assets) at beginning of year2021-12-31$319,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,013,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31210658561
2020 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,185,473
Total of all expenses incurred2020-12-31$3,442,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,354,493
Expenses. Certain deemed distributions of participant loans2020-12-31$70,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$931,932
Value of total assets at end of year2020-12-31$22,601,447
Value of total assets at beginning of year2020-12-31$22,858,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,421
Total interest from all sources2020-12-31$62,306
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$504,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$504,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$611,014
Participant contributions at end of year2020-12-31$188,954
Participant contributions at beginning of year2020-12-31$342,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,780
Administrative expenses (other) incurred2020-12-31$7,421
Total non interest bearing cash at end of year2020-12-31$33,526
Total non interest bearing cash at beginning of year2020-12-31$28,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-257,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,601,447
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,858,587
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
Investment advisory and management fees2020-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,530,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,489,288
Value of interest in pooled separate accounts at end of year2020-12-31$1,989,471
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,379,470
Interest on participant loans2020-12-31$5,828
Interest earned on other investments2020-12-31$56,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,522,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,551,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,657,871
Net investment gain/loss from pooled separate accounts2020-12-31$28,684
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$315,485
Employer contributions (assets) at end of year2020-12-31$319,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,354,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31210658561
2019 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,519,417
Total income from all sources (including contributions)2019-12-31$4,519,417
Total of all expenses incurred2019-12-31$1,299,333
Total of all expenses incurred2019-12-31$1,299,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,175,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,175,569
Expenses. Certain deemed distributions of participant loans2019-12-31$61,628
Expenses. Certain deemed distributions of participant loans2019-12-31$61,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$812,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$812,421
Value of total assets at end of year2019-12-31$22,858,587
Value of total assets at end of year2019-12-31$22,858,587
Value of total assets at beginning of year2019-12-31$19,638,503
Value of total assets at beginning of year2019-12-31$19,638,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,136
Total interest from all sources2019-12-31$72,747
Total interest from all sources2019-12-31$72,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,185
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,185
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,185
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$800,032
Contributions received from participants2019-12-31$800,032
Participant contributions at end of year2019-12-31$342,210
Participant contributions at end of year2019-12-31$342,210
Participant contributions at beginning of year2019-12-31$383,290
Participant contributions at beginning of year2019-12-31$383,290
Participant contributions at beginning of year2019-12-31$69
Participant contributions at beginning of year2019-12-31$69
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,653
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,277
Administrative expenses (other) incurred2019-12-31$52,136
Administrative expenses (other) incurred2019-12-31$52,136
Total non interest bearing cash at end of year2019-12-31$28,588
Total non interest bearing cash at end of year2019-12-31$28,588
Total non interest bearing cash at beginning of year2019-12-31$19,097
Total non interest bearing cash at beginning of year2019-12-31$19,097
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$3,220,084
Value of net income/loss2019-12-31$3,220,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,858,587
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,858,587
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,638,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,638,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,000
Investment advisory and management fees2019-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,489,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,489,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,829,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,829,349
Value of interest in pooled separate accounts at end of year2019-12-31$2,379,470
Value of interest in pooled separate accounts at end of year2019-12-31$2,379,470
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,383,745
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,383,745
Interest on participant loans2019-12-31$13,363
Interest on participant loans2019-12-31$13,363
Interest earned on other investments2019-12-31$58,982
Interest earned on other investments2019-12-31$58,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$68,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$68,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$68,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$68,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,551,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,551,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,508,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,508,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,301,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,301,685
Net investment gain/loss from pooled separate accounts2019-12-31$35,379
Net investment gain/loss from pooled separate accounts2019-12-31$35,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,736
Contributions received in cash from employer2019-12-31$1,736
Employer contributions (assets) at beginning of year2019-12-31$445,292
Employer contributions (assets) at beginning of year2019-12-31$445,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,175,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,175,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31210658561
Accountancy firm EIN2019-12-31210658561
2018 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$448,400
Total of all expenses incurred2018-12-31$1,270,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,209,927
Expenses. Certain deemed distributions of participant loans2018-12-31$1,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,452,707
Value of total assets at end of year2018-12-31$19,638,503
Value of total assets at beginning of year2018-12-31$20,460,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,488
Total interest from all sources2018-12-31$68,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$260,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$260,921
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$917,860
Participant contributions at end of year2018-12-31$383,290
Participant contributions at beginning of year2018-12-31$340,037
Participant contributions at end of year2018-12-31$69
Participant contributions at beginning of year2018-12-31$27,489
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,033
Administrative expenses (other) incurred2018-12-31$49,488
Total non interest bearing cash at end of year2018-12-31$19,097
Total non interest bearing cash at beginning of year2018-12-31$14,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-822,040
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,638,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,460,543
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
Investment advisory and management fees2018-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,829,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,874,029
Value of interest in pooled separate accounts at end of year2018-12-31$2,383,745
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,325,850
Interest on participant loans2018-12-31$14,619
Interest earned on other investments2018-12-31$53,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$68,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,508,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,415,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,365,255
Net investment gain/loss from pooled separate accounts2018-12-31$31,606
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$509,924
Employer contributions (assets) at end of year2018-12-31$445,292
Employer contributions (assets) at beginning of year2018-12-31$462,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,209,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31210658561
2017 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,843,781
Total of all expenses incurred2017-12-31$782,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$730,893
Expenses. Certain deemed distributions of participant loans2017-12-31$2,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,454,264
Value of total assets at end of year2017-12-31$20,460,543
Value of total assets at beginning of year2017-12-31$17,399,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,150
Total interest from all sources2017-12-31$62,754
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$234,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$234,426
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$851,344
Participant contributions at end of year2017-12-31$340,037
Participant contributions at beginning of year2017-12-31$326,883
Participant contributions at end of year2017-12-31$27,489
Participant contributions at beginning of year2017-12-31$23,755
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$962
Administrative expenses (other) incurred2017-12-31$38,425
Total non interest bearing cash at end of year2017-12-31$14,195
Total non interest bearing cash at beginning of year2017-12-31$8,000
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$3,060,924
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,460,543
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,399,619
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
Investment advisory and management fees2017-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,874,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,940,107
Value of interest in pooled separate accounts at end of year2017-12-31$2,325,850
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,197,314
Interest on participant loans2017-12-31$12,952
Interest earned on other investments2017-12-31$49,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,415,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,447,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,064,989
Net investment gain/loss from pooled separate accounts2017-12-31$27,348
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$461,334
Employer contributions (assets) at end of year2017-12-31$462,000
Employer contributions (assets) at beginning of year2017-12-31$455,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$730,893
Contract administrator fees2017-12-31$725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31210658561
2016 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,053,052
Total of all expenses incurred2016-12-31$1,412,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,362,987
Expenses. Certain deemed distributions of participant loans2016-12-31$4,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,832,965
Value of total assets at end of year2016-12-31$17,399,619
Value of total assets at beginning of year2016-12-31$15,759,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,593
Total interest from all sources2016-12-31$62,906
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$167,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$167,807
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$860,199
Participant contributions at end of year2016-12-31$326,883
Participant contributions at beginning of year2016-12-31$338,290
Participant contributions at end of year2016-12-31$23,755
Participant contributions at beginning of year2016-12-31$25,987
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,220
Administrative expenses (other) incurred2016-12-31$34,793
Total non interest bearing cash at end of year2016-12-31$8,000
Total non interest bearing cash at beginning of year2016-12-31$7,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,640,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,399,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,759,458
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
Investment advisory and management fees2016-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,940,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,614,281
Value of interest in pooled separate accounts at end of year2016-12-31$2,197,314
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,220,921
Interest on participant loans2016-12-31$14,920
Interest earned on other investments2016-12-31$47,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,447,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,551,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$962,642
Net investment gain/loss from pooled separate accounts2016-12-31$26,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$931,555
Employer contributions (assets) at end of year2016-12-31$455,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,362,987
Contract administrator fees2016-12-31$800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31210658561
2015 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,278,551
Total of all expenses incurred2015-12-31$1,576,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,468,164
Expenses. Certain deemed distributions of participant loans2015-12-31$63,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,327,964
Value of total assets at end of year2015-12-31$15,759,458
Value of total assets at beginning of year2015-12-31$16,057,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,669
Total interest from all sources2015-12-31$67,047
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$157,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$157,851
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$864,112
Participant contributions at end of year2015-12-31$338,290
Participant contributions at beginning of year2015-12-31$425,021
Participant contributions at end of year2015-12-31$25,987
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,631
Administrative expenses (other) incurred2015-12-31$33,794
Total non interest bearing cash at end of year2015-12-31$7,022
Total non interest bearing cash at beginning of year2015-12-31$7,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-298,103
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,759,458
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,057,561
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
Investment advisory and management fees2015-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,614,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,897,230
Value of interest in pooled separate accounts at end of year2015-12-31$2,220,921
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,168,460
Interest on participant loans2015-12-31$15,397
Interest earned on other investments2015-12-31$51,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,551,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,546,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-303,011
Net investment gain/loss from pooled separate accounts2015-12-31$28,700
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$462,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,468,164
Contract administrator fees2015-12-31$875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31210658561
2014 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,189,357
Total of all expenses incurred2014-12-31$2,455,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,352,973
Expenses. Certain deemed distributions of participant loans2014-12-31$63,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,385,079
Value of total assets at end of year2014-12-31$16,057,561
Value of total assets at beginning of year2014-12-31$16,323,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,507
Total interest from all sources2014-12-31$70,214
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$180,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$180,876
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$808,650
Participant contributions at end of year2014-12-31$425,021
Participant contributions at beginning of year2014-12-31$423,604
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$104,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,888
Administrative expenses (other) incurred2014-12-31$28,306
Total non interest bearing cash at end of year2014-12-31$7,352
Total non interest bearing cash at beginning of year2014-12-31$4,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-266,191
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,057,561
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,323,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,897,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,212,153
Value of interest in pooled separate accounts at end of year2014-12-31$2,168,460
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,238,057
Interest on participant loans2014-12-31$20,337
Interest earned on other investments2014-12-31$49,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,546,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,432,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$520,983
Net investment gain/loss from pooled separate accounts2014-12-31$32,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$472,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,352,973
Contract administrator fees2014-12-31$1,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2014-12-31210658561
2013 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,447,130
Total of all expenses incurred2013-12-31$1,717,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,643,960
Expenses. Certain deemed distributions of participant loans2013-12-31$35,683
Value of total corrective distributions2013-12-31$2,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,249,051
Value of total assets at end of year2013-12-31$16,323,752
Value of total assets at beginning of year2013-12-31$14,593,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,316
Total interest from all sources2013-12-31$67,998
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$153,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$153,095
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$906,799
Participant contributions at end of year2013-12-31$423,604
Participant contributions at beginning of year2013-12-31$466,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$694
Administrative expenses (other) incurred2013-12-31$24,191
Total non interest bearing cash at end of year2013-12-31$4,351
Total non interest bearing cash at beginning of year2013-12-31$2,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,729,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,323,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,593,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,212,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,185,595
Value of interest in pooled separate accounts at end of year2013-12-31$2,238,057
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,369,357
Interest on participant loans2013-12-31$18,923
Interest earned on other investments2013-12-31$49,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,432,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,560,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,941,227
Net investment gain/loss from pooled separate accounts2013-12-31$35,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$302,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,643,960
Contract administrator fees2013-12-31$1,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31210658561
2012 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,043
Total income from all sources (including contributions)2012-12-31$2,545,910
Total of all expenses incurred2012-12-31$1,113,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,100,442
Expenses. Certain deemed distributions of participant loans2012-12-31$3,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,300,221
Value of total assets at end of year2012-12-31$14,593,903
Value of total assets at beginning of year2012-12-31$13,172,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,933
Total interest from all sources2012-12-31$103,892
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$143,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$143,270
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$969,271
Participant contributions at end of year2012-12-31$466,887
Participant contributions at beginning of year2012-12-31$498,136
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$42,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,043
Other income not declared elsewhere2012-12-31$-925
Administrative expenses (other) incurred2012-12-31$7,621
Total non interest bearing cash at end of year2012-12-31$2,587
Total non interest bearing cash at beginning of year2012-12-31$7
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$1,432,452
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,593,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,161,451
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$10,185,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,716,232
Value of interest in pooled separate accounts at end of year2012-12-31$2,369,357
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$20,506
Interest earned on other investments2012-12-31$83,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,560,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,930,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$999,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$288,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,100,442
Contract administrator fees2012-12-31$2,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31210658561
2011 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,297
Total income from all sources (including contributions)2011-12-31$1,898,811
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,009,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$996,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,807,613
Value of total assets at end of year2011-12-31$13,172,494
Value of total assets at beginning of year2011-12-31$12,281,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,848
Total interest from all sources2011-12-31$130,047
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$149,056
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$991,563
Participant contributions at end of year2011-12-31$498,136
Participant contributions at beginning of year2011-12-31$564,196
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$85,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,297
Total non interest bearing cash at end of year2011-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$889,767
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,161,451
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,271,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,716,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,112,012
Interest on participant loans2011-12-31$22,550
Interest earned on other investments2011-12-31$107,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,930,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,592,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-187,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$730,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$996,196
Contract administrator fees2011-12-31$2,848
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2011-12-31210658561
2010 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,972,431
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,203,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,187,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,861,955
Value of total assets at end of year2010-12-31$12,281,981
Value of total assets at beginning of year2010-12-31$10,502,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,626
Total interest from all sources2010-12-31$133,123
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$102,956
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,040,605
Participant contributions at end of year2010-12-31$564,196
Participant contributions at beginning of year2010-12-31$517,174
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,768,830
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,271,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,502,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,112,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,645,785
Interest on participant loans2010-12-31$21,250
Interest earned on other investments2010-12-31$111,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,592,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,337,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$874,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$755,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,187,975
Contract administrator fees2010-12-31$5,626
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2010-12-31210658561
2009 : MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN

2022: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $123
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $123
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered63
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,144
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,144
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered198
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered212
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $954
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $954
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $114
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered230
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,697
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,697
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $110
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered269
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered83
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,108
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,108
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $116
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $69
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $695
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $695
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered291
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered94
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered48
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered294
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered290
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered106
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered52
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 5
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 4
Insurance contract or identification numberCR25949
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 2
Insurance contract or identification numberCR25947
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 3
Insurance contract or identification numberCR25948
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered300
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 4
Insurance contract or identification numberCR25948
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25947
Policy instance 3
Insurance contract or identification numberCR25947
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25949
Policy instance 5
Insurance contract or identification numberCR25949
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893112-007
Policy instance 2
Insurance contract or identification number893112-007
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX25948
Policy instance 6
Insurance contract or identification numberEX25948
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069481
Policy instance 1
Insurance contract or identification numberTA069481
Number of Individuals Covered312
Insurance policy start date2012-09-28
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893112-007
Policy instance 1
Insurance contract or identification number893112-007
Number of Individuals Covered288
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 2
Insurance contract or identification numberCR25948
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893112-007
Policy instance 1
Insurance contract or identification number893112-007
Number of Individuals Covered282
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25948
Policy instance 2
Insurance contract or identification numberCR25948
Number of Individuals Covered276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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