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JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 401k Plan overview

Plan NameJOLIET AREA COMMUNITY HOSPICE 403(B) PLAN
Plan identification number 001

JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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)(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.
  • 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

LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE has sponsored the creation of one or more 401k plans.

Company Name:LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE
Employer identification number (EIN):363191281
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01
0012012-01-01
0012011-01-01
0012010-01-01
0012009-01-01

Plan Statistics for JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN

401k plan membership statisitcs for JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN

Measure Date Value
2013: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-01134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-01141
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01141
Number of participants with account balances2010-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN

Measure Date Value
2013 : JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$410,090
Total of all expenses incurred2013-12-31$182,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$181,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$218,203
Value of total assets at end of year2013-12-31$1,170,233
Value of total assets at beginning of year2013-12-31$942,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$257
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$49,844
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$49,844
Administrative expenses professional fees incurred2013-12-31$257
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$218,203
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$228,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,170,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$942,229
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,170,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$942,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$142,043
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$181,829
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WERMER, ROGERS, DORAN & RUZON, LLC
Accountancy firm EIN2013-12-31362416552
2012 : JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$242,517
Total of all expenses incurred2012-12-31$125,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$133,103
Value of total assets at end of year2012-12-31$942,229
Value of total assets at beginning of year2012-12-31$825,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,523
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$21,523
Administrative expenses professional fees incurred2012-12-31$30
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$133,103
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$117,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$942,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$825,079
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$942,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$825,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$87,891
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,337
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WERMER, ROGERS, DORAN, & RUZON, LLC
Accountancy firm EIN2012-12-31362416552
2011 : JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$125,317
Total of all expenses incurred2011-12-31$34,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$131,031
Value of total assets at end of year2011-12-31$825,079
Value of total assets at beginning of year2011-12-31$733,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$360
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,959
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$15,959
Administrative expenses professional fees incurred2011-12-31$360
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,031
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$91,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$825,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$733,802
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$825,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$733,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,673
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,680
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WERMER, ROGERS, DORAN, & RUZON, LLC
Accountancy firm EIN2011-12-31362416552
2010 : JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$164,474
Total of all expenses incurred2010-12-31$13,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$106,748
Value of total assets at end of year2010-12-31$733,802
Value of total assets at beginning of year2010-12-31$583,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$341
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,839
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$12,839
Administrative expenses professional fees incurred2010-12-31$341
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$106,748
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$150,574
Value of net assets at end of year (total assets less liabilities)2010-12-31$733,802
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$583,228
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$733,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$583,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$44,887
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,559
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WERMER, ROGERS, DORAN, & RUZAN, LLC
Accountancy firm EIN2010-12-31362416552
2009 : JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$221,434
Total of all expenses incurred2009-12-31$97,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$97,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$123,599
Value of total assets at end of year2009-12-31$583,228
Value of total assets at beginning of year2009-12-31$459,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$300
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$10,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$10,931
Administrative expenses professional fees incurred2009-12-31$300
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$123,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$123,831
Value of net assets at end of year (total assets less liabilities)2009-12-31$583,228
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$459,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$583,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$459,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$86,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$97,303
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Unqualified
Accountancy firm name2009-12-31WERMER, ROGERS, DORAN, & RUZON, LLC
Accountancy firm EIN2009-12-31362416552

Form 5500 Responses for JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN

2013: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOLIET AREA COMMUNITY HOSPICE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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