RAMONA COMMUNITY SERVICES CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-07 | 0 |
| Net assets as of the end of the plan year | 2025-08-07 | 19787 |
| Total assets as of the beginning of the plan year | 2025-08-07 | 18176 |
| Value of plan covered by a fidelity bond | 2025-08-07 | 1000000 |
| Other income to plan in this plan year | 2025-08-07 | 1611 |
| Plan net income in this plan year | 2025-08-07 | 1611 |
| Net assets as of the end of the plan year | 2025-08-07 | 19787 |
| Net assets as of the beginning of the plan year | 2025-08-07 | 18176 |
| 2024 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-24 | 0 |
| Net assets as of the end of the plan year | 2024-09-24 | 18176 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 16198 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 1000000 |
| Other income to plan in this plan year | 2024-09-24 | 1978 |
| Plan net income in this plan year | 2024-09-24 | 1978 |
| Net assets as of the end of the plan year | 2024-09-24 | 18176 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 16198 |
| Fees paid to broker by Benefit Provider | 2024-09-24 | 34 |
| 2015 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $13,359 |
| Total plan assets at beginning of year | 2015-12-31 | $13,359 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Other income received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,359 |
| 2014 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $727 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $13,359 |
| Total plan assets at beginning of year | 2014-12-31 | $12,632 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Other income received | 2014-12-31 | $727 |
| Net income (gross income less expenses) | 2014-12-31 | $727 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,632 |
| 2013 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $13,765 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $749,728 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $749,700 |
| Total plan assets at end of year | 2013-12-31 | $12,632 |
| Total plan assets at beginning of year | 2013-12-31 | $748,595 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Other income received | 2013-12-31 | $13,765 |
| Net income (gross income less expenses) | 2013-12-31 | $-735,963 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $748,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $28 |
| 2012 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $91,483 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $800,625 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $799,554 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $748,595 |
| Value of total assets at beginning of year | 2012-12-31 | $1,457,737 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,071 |
| Total interest from all sources | 2012-12-31 | $7,508 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $1,071 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-709,142 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $748,595 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,457,737 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $593,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,151,116 |
| Interest earned on other investments | 2012-12-31 | $7,508 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $154,717 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $306,621 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $83,975 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $799,554 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | PRUDHOMME ASSOCIATES |
| Accountancy firm EIN | 2012-12-31 | 272758510 |
| 2011 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $-22,087 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $95,597 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $94,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $1,457,737 |
| Value of total assets at beginning of year | 2011-12-31 | $1,575,421 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,495 |
| Total interest from all sources | 2011-12-31 | $9,676 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $1,495 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-117,684 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,457,737 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,575,421 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,151,116 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,205,266 |
| Interest earned on other investments | 2011-12-31 | $9,676 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $306,621 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $370,155 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-31,763 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $94,102 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | PRUDHOMME ASSOCIATES |
| Accountancy firm EIN | 2011-12-31 | 272758510 |
| 2010 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| 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 | $99,944 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $89,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $86,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $1,575,421 |
| Value of total assets at beginning of year | 2010-12-31 | $1,564,942 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,610 |
| Total interest from all sources | 2010-12-31 | $11,074 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $2,610 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $10,479 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,575,421 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,564,942 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,205,266 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,185,035 |
| Interest earned on other investments | 2010-12-31 | $11,074 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $370,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $379,907 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $88,870 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $86,855 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | PRUDHOMME ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 272758510 |
| 2009 : RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2015: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RAMONA VNA & HOSPICE MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
