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401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 401k Plan overview

Plan Name401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.
Plan identification number 003

401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VISITING HEALTH SERVICES OF NEW JER SEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING HEALTH SERVICES OF NEW JER SEY, INC.
Employer identification number (EIN):222003429
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-07-01MARYANNE VOAG2019-04-01
0032016-07-01MARYANNE VOAG, DIRECTOR OF HR MARYANNE VOAG, DIRECTOR OF HR2018-04-17
0032015-07-01MARYANNE VOAG
0032014-07-01MARYANNE VOAG
0032014-07-01MARYANNE VOAG
0032013-07-01MARYANNE VOAG ARTHUR KLEPPER2015-04-15
0032012-07-01MARYANNE VOAG ARTHUR KLEPPER2014-03-24
0032011-07-01MARYANNE VOAG ARTHUR KLEPPER2013-02-25
0032010-07-01MARYANNE VOAG ARTHUR KLEPPER2012-04-06
0032009-07-01MARYANNE VOAG ARTHUR KLEPPER2011-02-07

Plan Statistics for 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

401k plan membership statisitcs for 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Measure Date Value
2016: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01129
Total number of active participants reported on line 7a of the Form 55002016-07-0116
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0165
Number of participants with account balances2016-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0129
2015: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01119
Total number of active participants reported on line 7a of the Form 55002015-07-0195
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0134
Total of all active and inactive participants2015-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01129
Number of participants with account balances2015-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01129
Total number of active participants reported on line 7a of the Form 55002014-07-0182
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0137
Total of all active and inactive participants2014-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01119
Number of participants with account balances2014-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01133
Total number of active participants reported on line 7a of the Form 55002013-07-0188
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0141
Total of all active and inactive participants2013-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01129
Number of participants with account balances2013-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01133
Total number of active participants reported on line 7a of the Form 55002012-07-0192
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0141
Total of all active and inactive participants2012-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01133
Number of participants with account balances2012-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01127
Total number of active participants reported on line 7a of the Form 55002011-07-0193
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0140
Total of all active and inactive participants2011-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01133
Number of participants with account balances2011-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01134
Total number of active participants reported on line 7a of the Form 55002010-07-0189
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0137
Total of all active and inactive participants2010-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01127
Number of participants with account balances2010-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-017
2009: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01137
Total number of active participants reported on line 7a of the Form 55002009-07-0196
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0136
Total of all active and inactive participants2009-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01134
Number of participants with account balances2009-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Measure Date Value
2017 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$261,889
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,653,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,652,472
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$94,723
Value of total assets at end of year2017-06-30$723,958
Value of total assets at beginning of year2017-06-30$2,115,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$769
Total interest from all sources2017-06-30$11,669
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$2,715
Administrative expenses (other) incurred2017-06-30$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-1,391,352
Value of net assets at end of year (total assets less liabilities)2017-06-30$723,958
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,115,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$315,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,005,984
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$11,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$408,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,109,326
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$152,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$94,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,652,472
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CULLARI CARRICO, LLC
Accountancy firm EIN2017-06-30270623664
2016 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$83,735
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$143,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$142,711
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$96,536
Value of total assets at end of year2016-06-30$2,115,310
Value of total assets at beginning of year2016-06-30$2,175,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$870
Total interest from all sources2016-06-30$11,151
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$16
Administrative expenses (other) incurred2016-06-30$870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-59,846
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,115,310
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,175,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,005,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,045,802
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$11,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,109,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,129,354
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-23,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$96,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$142,711
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CULLARI CARRICO LLC
Accountancy firm EIN2016-06-30270623664
2015 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$149,672
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$237,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$237,432
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$91,536
Value of total assets at end of year2015-06-30$2,175,156
Value of total assets at beginning of year2015-06-30$2,263,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$426
Total interest from all sources2015-06-30$12,213
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-88,186
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,175,156
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,263,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,045,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$972,592
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$12,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,129,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,290,750
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$45,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$91,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$237,432
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CULLARI CARRICO LLC
Accountancy firm EIN2015-06-30270623664
2014 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$291,465
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$146,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$129,840
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$94,690
Value of total assets at end of year2014-06-30$2,263,342
Value of total assets at beginning of year2014-06-30$2,118,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,150
Total interest from all sources2014-06-30$12,941
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$8,406
Administrative expenses (other) incurred2014-06-30$17,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$144,475
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,263,342
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,118,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$972,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$828,464
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$12,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,290,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,290,403
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$175,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$94,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$129,840
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CULLARI CARRICO LLC
Accountancy firm EIN2014-06-30270623664
2013 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$255,843
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$148,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$127,040
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$115,295
Value of total assets at end of year2013-06-30$2,118,867
Value of total assets at beginning of year2013-06-30$2,011,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,311
Total interest from all sources2013-06-30$17,515
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$10,189
Administrative expenses (other) incurred2013-06-30$21,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$107,492
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,118,867
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,011,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$828,464
Value of interest in pooled separate accounts at beginning of year2013-06-30$736,075
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$17,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,290,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,275,300
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$112,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$115,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$127,040
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CULLARI,CARRICO,SOOJIAN,BURKE LLC
Accountancy firm EIN2013-06-30270623664
2012 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$130,524
Total of all expenses incurred2012-06-30$79,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$78,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$110,175
Value of total assets at end of year2012-06-30$2,019,776
Value of total assets at beginning of year2012-06-30$1,968,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$250
Total interest from all sources2012-06-30$23,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$7,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$51,401
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,019,776
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,968,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$736,075
Value of interest in pooled separate accounts at beginning of year2012-06-30$755,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$23,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,275,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,212,781
Net investment gain/loss from pooled separate accounts2012-06-30$-3,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$110,175
Employer contributions (assets) at end of year2012-06-30$8,401
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$71,691
Contract administrator fees2012-06-30$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CULLARI,CARRICO,SOOJIAN,BURKE LLC
Accountancy firm EIN2012-06-30270623664
2011 : 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$330,278
Total of all expenses incurred2011-06-30$107,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$106,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$113,311
Value of total assets at end of year2011-06-30$1,968,375
Value of total assets at beginning of year2011-06-30$1,745,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$400
Total interest from all sources2011-06-30$24,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$223,050
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,968,375
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,745,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$755,594
Value of interest in pooled separate accounts at beginning of year2011-06-30$670,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$24,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,212,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,062,184
Net investment gain/loss from pooled separate accounts2011-06-30$192,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$113,311
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$13,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$106,828
Contract administrator fees2011-06-30$400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CULLARI,CARRICO,SOOJIAN,BURKE LLC.
Accountancy firm EIN2011-06-30270623664

Form 5500 Responses for 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

2016: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 401(A) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered129
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $105
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered119
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $94
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees94
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered129
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $159
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees159
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered133
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $254
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees69
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSCOTT RITCHIE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765-E
Policy instance 1
Insurance contract or identification number014765-E
Number of Individuals Covered133
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $434
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765-E
Policy instance 1
Insurance contract or identification number014765-E
Number of Individuals Covered127
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $103
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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