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TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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.
  • 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 NURSE PLUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE PLUS, INC.
Employer identification number (EIN):351558820
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE PLUS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1994-11-14
Company Identification Number: 1867688
Legal Registered Office Address: 400 LAKE AVENUE
Richmond
STATEN ISLAND
United States of America (USA)
10303

More information about VISITING NURSE PLUS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01GLORIA HORTON2013-10-21 GLORIA HORTON2013-10-21
0012011-01-01GLORIA D HORTON2012-10-12 GLORIA D HORTON2012-10-12
0012009-01-01GLORIA D HORTON GLORIA D HORTON2010-10-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.

Measure Date Value
2009: TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01139
Total participants2009-01-01139
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.

Measure Date Value
2010 : TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$53,672
Total of all expenses incurred2010-12-31$249,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$249,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,512
Value of total assets at end of year2010-12-31$40,857
Value of total assets at beginning of year2010-12-31$236,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$310
Total interest from all sources2010-12-31$1,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,828
Amount contributed by the employer to the plan for this plan year2010-12-31$4,828
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,669
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-195,843
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$236,701
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$166,644
Interest earned on other investments2010-12-31$1,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$70,057
Net investment gain/loss from pooled separate accounts2010-12-31$13,650
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$249,205
Contract administrator fees2010-12-31$310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2010-12-31352152081
2009 : TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$7,128
Amount contributed by the employer to the plan for this plan year2009-12-31$7,128

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC.

2009: TAX DEFERRED ANNUITY PLAN OF VISITING NURSE PLUS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number052815-B
Policy instance 1
Insurance contract or identification number052815-B
Number of Individuals Covered6
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 $149
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50
Insurance broker organization code?3
Insurance broker nameERIC J. OUSLEY

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