?>
Logo

CARE IV, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARE IV, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARE IV, INC. 401(K) PROFIT SHARING PLAN 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CARE IV, INC. DBA CARE IV has sponsored the creation of one or more 401k plans.

Company Name:CARE IV, INC. DBA CARE IV
Employer identification number (EIN):363957553
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE IV, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN HAMMOND
0012016-01-01STEVEN HAMMOND
0012015-01-01STEVEN HAMMOND
0012014-01-01STEVEN HAMMOND
0012013-01-01STEVEN HAMMOND
0012012-01-01STEVEN HAMMOND STEVEN HAMMOND2013-09-25
0012011-01-01STEVEN HAMMOND STEVEN HAMMOND2012-10-11
0012010-01-01STEVEN HAMMOND STEVEN HAMMOND2011-09-21

Plan Statistics for CARE IV, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARE IV, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01220
Total number of active participants reported on line 7a of the Form 55002022-01-01215
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01261
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01221
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-0144
Total of all active and inactive participants2019-01-01257
Total participants2019-01-01257
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Number of retired or separated participants receiving benefits2018-01-0147
Total of all active and inactive participants2018-01-01206
Total participants2018-01-01206
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01178
Total participants2017-01-01178
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01180
Total participants2016-01-01180
Number of participants with account balances2016-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01182
Total participants2015-01-01182
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0179
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01188
Total participants2014-01-01188
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0179
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01102
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0198
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0189
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01152
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01110
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on CARE IV, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$159,437
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$201,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$173,766
Expenses. Certain deemed distributions of participant loans2022-12-31$4,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$635,239
Value of total assets at end of year2022-12-31$2,417,253
Value of total assets at beginning of year2022-12-31$2,458,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,952
Total interest from all sources2022-12-31$1,786
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$62,561
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$246,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$366,062
Participant contributions at end of year2022-12-31$51,685
Participant contributions at beginning of year2022-12-31$38,190
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,944
Administrative expenses (other) incurred2022-12-31$22,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,417,253
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,458,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,365,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,420,638
Interest on participant loans2022-12-31$1,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-540,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$190,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$173,766
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERWIN & COMPANY
Accountancy firm EIN2022-12-31710603587
2021 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$835,806
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$62,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$45,186
Value of total corrective distributions2021-12-31$96
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$482,760
Value of total assets at end of year2021-12-31$2,458,828
Value of total assets at beginning of year2021-12-31$1,685,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,679
Total interest from all sources2021-12-31$649
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$96,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$96,195
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$169,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$331,589
Participant contributions at end of year2021-12-31$38,190
Participant contributions at beginning of year2021-12-31$5,863
Other income not declared elsewhere2021-12-31$10
Administrative expenses (other) incurred2021-12-31$17,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$772,845
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,458,828
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,685,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,420,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,680,120
Interest on participant loans2021-12-31$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$256,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$151,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$45,186
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERWIN & COMPANY
Accountancy firm EIN2021-12-31710603587
2020 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,566
Total income from all sources (including contributions)2020-12-31$712,782
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$649,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$639,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$420,829
Value of total assets at end of year2020-12-31$1,685,983
Value of total assets at beginning of year2020-12-31$1,624,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,524
Total interest from all sources2020-12-31$440
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$53,088
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$163,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$262,101
Participant contributions at end of year2020-12-31$5,863
Participant contributions at beginning of year2020-12-31$12,053
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,302
Administrative expenses (other) incurred2020-12-31$9,524
Total non interest bearing cash at beginning of year2020-12-31$273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$63,470
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,685,983
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,622,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,680,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,603,572
Interest on participant loans2020-12-31$440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$238,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$119,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$639,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,566
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERWIN & COMPANY
Accountancy firm EIN2020-12-31710603587
2019 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$156
Total income from all sources (including contributions)2019-12-31$686,951
Total of all expenses incurred2019-12-31$233,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$222,190
Expenses. Certain deemed distributions of participant loans2019-12-31$1,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$364,644
Value of total assets at end of year2019-12-31$1,624,079
Value of total assets at beginning of year2019-12-31$1,169,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,903
Total interest from all sources2019-12-31$1,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,900
Administrative expenses professional fees incurred2019-12-31$9,903
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$246,878
Participant contributions at end of year2019-12-31$12,053
Participant contributions at beginning of year2019-12-31$18,430
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,107
Liabilities. Value of operating payables at end of year2019-12-31$1,566
Liabilities. Value of operating payables at beginning of year2019-12-31$156
Total non interest bearing cash at end of year2019-12-31$273
Total non interest bearing cash at beginning of year2019-12-31$2,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$453,386
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,622,513
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,169,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,603,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,142,199
Interest on participant loans2019-12-31$1,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$296,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$116,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$222,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERWIN & COMPANY
Accountancy firm EIN2019-12-31710603587
2018 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$117
Total income from all sources (including contributions)2018-12-31$298,450
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$228,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$214,779
Expenses. Certain deemed distributions of participant loans2018-12-31$5,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$382,840
Value of total assets at end of year2018-12-31$1,169,283
Value of total assets at beginning of year2018-12-31$1,099,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,204
Total interest from all sources2018-12-31$825
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$25,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$25,232
Administrative expenses professional fees incurred2018-12-31$8,204
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$191,795
Participant contributions at end of year2018-12-31$18,430
Participant contributions at beginning of year2018-12-31$8,871
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,366
Liabilities. Value of operating payables at end of year2018-12-31$156
Liabilities. Value of operating payables at beginning of year2018-12-31$117
Total non interest bearing cash at end of year2018-12-31$2,349
Total non interest bearing cash at beginning of year2018-12-31$117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$69,585
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,169,127
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,099,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,142,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,088,061
Interest on participant loans2018-12-31$825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-110,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$214,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2018-12-31710603587
2017 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$114
Total income from all sources (including contributions)2017-12-31$451,255
Total of all expenses incurred2017-12-31$274,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$262,776
Expenses. Certain deemed distributions of participant loans2017-12-31$4,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$287,488
Value of total assets at end of year2017-12-31$1,099,659
Value of total assets at beginning of year2017-12-31$922,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,873
Total interest from all sources2017-12-31$764
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$19,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,951
Administrative expenses professional fees incurred2017-12-31$6,873
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$196,867
Participant contributions at end of year2017-12-31$8,871
Participant contributions at beginning of year2017-12-31$13,846
Liabilities. Value of operating payables at end of year2017-12-31$117
Liabilities. Value of operating payables at beginning of year2017-12-31$114
Total non interest bearing cash at end of year2017-12-31$117
Total non interest bearing cash at beginning of year2017-12-31$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$177,057
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,099,542
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$922,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,088,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$908,164
Interest on participant loans2017-12-31$764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$143,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$90,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$262,776
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2017-12-31710603587
2016 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,431
Total income from all sources (including contributions)2016-12-31$354,862
Total of all expenses incurred2016-12-31$67,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,877
Expenses. Certain deemed distributions of participant loans2016-12-31$1,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$277,971
Value of total assets at end of year2016-12-31$922,599
Value of total assets at beginning of year2016-12-31$638,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,344
Total interest from all sources2016-12-31$651
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,304
Administrative expenses professional fees incurred2016-12-31$5,344
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$187,912
Participant contributions at end of year2016-12-31$13,846
Liabilities. Value of operating payables at end of year2016-12-31$114
Liabilities. Value of operating payables at beginning of year2016-12-31$2,305
Total non interest bearing cash at end of year2016-12-31$114
Total non interest bearing cash at beginning of year2016-12-31$3,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$287,587
Value of net assets at end of year (total assets less liabilities)2016-12-31$922,485
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$634,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$908,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$634,859
Interest on participant loans2016-12-31$651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$39
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$58,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$90,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,126
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2016-12-31710603587
2015 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,114
Total income from all sources (including contributions)2015-12-31$223,404
Total of all expenses incurred2015-12-31$61,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,149
Value of total corrective distributions2015-12-31$1,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$237,374
Value of total assets at end of year2015-12-31$638,329
Value of total assets at beginning of year2015-12-31$474,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,319
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,935
Administrative expenses professional fees incurred2015-12-31$3,319
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$160,667
Liabilities. Value of operating payables at end of year2015-12-31$2,305
Liabilities. Value of operating payables at beginning of year2015-12-31$1,114
Total non interest bearing cash at end of year2015-12-31$3,431
Total non interest bearing cash at beginning of year2015-12-31$4,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$161,810
Value of net assets at end of year (total assets less liabilities)2015-12-31$634,898
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$473,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$634,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$444,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$76,707
Employer contributions (assets) at beginning of year2015-12-31$25,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,126
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2015-12-31710603587
2014 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,114
Total income from all sources (including contributions)2014-12-31$121,825
Total of all expenses incurred2014-12-31$6,128
Value of total corrective distributions2014-12-31$3,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$112,228
Value of total assets at end of year2014-12-31$474,202
Value of total assets at beginning of year2014-12-31$357,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,093
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,792
Administrative expenses professional fees incurred2014-12-31$3,093
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$82,757
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,175
Liabilities. Value of operating payables at end of year2014-12-31$1,114
Total non interest bearing cash at end of year2014-12-31$4,256
Total non interest bearing cash at beginning of year2014-12-31$8,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$115,697
Value of net assets at end of year (total assets less liabilities)2014-12-31$473,088
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$357,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$444,944
Value of interest in pooled separate accounts at beginning of year2014-12-31$325,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-11,994
Net investment gain/loss from pooled separate accounts2014-12-31$18,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,296
Employer contributions (assets) at end of year2014-12-31$25,002
Employer contributions (assets) at beginning of year2014-12-31$23,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERWIN & COMPANY. P.A.
Accountancy firm EIN2014-12-31710603587
2013 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$130,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,200
Value of total corrective distributions2013-12-31$6,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$93,371
Value of total assets at end of year2013-12-31$357,391
Value of total assets at beginning of year2013-12-31$257,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,493
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$69,451
Administrative expenses (other) incurred2013-12-31$2,472
Total non interest bearing cash at end of year2013-12-31$8,317
Total non interest bearing cash at beginning of year2013-12-31$2,711
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$99,526
Value of net assets at end of year (total assets less liabilities)2013-12-31$357,391
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$257,865
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 pooled separate accounts at end of year2013-12-31$325,154
Value of interest in pooled separate accounts at beginning of year2013-12-31$228,070
Net investment gain/loss from pooled separate accounts2013-12-31$37,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,920
Employer contributions (assets) at end of year2013-12-31$23,920
Employer contributions (assets) at beginning of year2013-12-31$27,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,200
Contract administrator fees2013-12-31$1,021
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2013-12-31710603587
2012 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$200
Total income from all sources (including contributions)2012-12-31$123,861
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$32,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,087
Value of total corrective distributions2012-12-31$8,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$103,311
Value of total assets at end of year2012-12-31$257,865
Value of total assets at beginning of year2012-12-31$166,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,154
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$80,562
Administrative expenses (other) incurred2012-12-31$1,016
Total non interest bearing cash at end of year2012-12-31$2,711
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$91,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$257,865
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$166,166
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 pooled separate accounts at end of year2012-12-31$228,070
Value of interest in pooled separate accounts at beginning of year2012-12-31$137,237
Net investment gain/loss from pooled separate accounts2012-12-31$20,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,749
Employer contributions (assets) at end of year2012-12-31$27,084
Employer contributions (assets) at beginning of year2012-12-31$29,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,087
Contract administrator fees2012-12-31$2,138
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$200
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERWIN & COMPANY
Accountancy firm EIN2012-12-31710603587
2011 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$200
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$84,908
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,397
Value of total corrective distributions2011-12-31$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$89,044
Value of total assets at end of year2011-12-31$166,366
Value of total assets at beginning of year2011-12-31$93,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,999
Total interest from all sources2011-12-31$0
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$75,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$3,170
Administrative expenses (other) incurred2011-12-31$1,099
Total non interest bearing cash at beginning of year2011-12-31$0
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$72,430
Value of net assets at end of year (total assets less liabilities)2011-12-31$166,166
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,736
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 pooled separate accounts at end of year2011-12-31$137,237
Value of interest in pooled separate accounts at beginning of year2011-12-31$71,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-4,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,335
Employer contributions (assets) at end of year2011-12-31$29,129
Employer contributions (assets) at beginning of year2011-12-31$22,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,227
Contract administrator fees2011-12-31$1,900
Liabilities. Value of benefit claims payable at end of year2011-12-31$200
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2011-12-31710603587
2010 : CARE IV, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$96,437
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$91,637
Value of total assets at end of year2010-12-31$93,736
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,861
Total interest from all sources2010-12-31$0
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$69,140
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$466
Administrative expenses (other) incurred2010-12-31$630
Total non interest bearing cash at end of year2010-12-31$0
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$93,736
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,736
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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 pooled separate accounts at end of year2010-12-31$71,705
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$4,800
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$22,031
Employer contributions (assets) at end of year2010-12-31$22,031
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$840
Contract administrator fees2010-12-31$1,231
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 name2010-12-31ERWIN & COMPANY, P.A.
Accountancy firm EIN2010-12-31710603587

Form 5500 Responses for CARE IV, INC. 401(K) PROFIT SHARING PLAN

2022: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARE IV, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810829
Policy instance 1
Insurance contract or identification number810829
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-02-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810829
Policy instance 1
Insurance contract or identification number810829
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810829
Policy instance 1
Insurance contract or identification number810829
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810829
Policy instance 1
Insurance contract or identification number810829
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94777
Policy instance 1
Insurance contract or identification number94777
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-02
Total amount of commissions paid to insurance brokerUSD $1,823
Total amount of fees paid to insurance companyUSD $498
Commission paid to Insurance BrokerUSD $1,823
Insurance broker organization code?3
Amount paid for insurance broker fees498
Insurance broker namePENSION PLAN ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94777
Policy instance 1
Insurance contract or identification number94777
Number of Individuals Covered24
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,211
Total amount of fees paid to insurance companyUSD $1,075
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $2,080
Insurance broker organization code?3
Amount paid for insurance broker fees1075
Additional information about fees paid to insurance brokerDISTRIBUTION FEES
Insurance broker namePENSION PLAN ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94777
Policy instance 1
Insurance contract or identification number94777
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,457
Total amount of fees paid to insurance companyUSD $1,016
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $84
Amount paid for insurance broker fees1016
Additional information about fees paid to insurance brokerDISTRIBUTION FEES
Insurance broker organization code?5
Insurance broker nameMETLIFE SECURITIES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94777
Policy instance 1
Insurance contract or identification number94777
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,019
Total amount of fees paid to insurance companyUSD $1,099
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94777
Policy instance 1
Insurance contract or identification number94777
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $575
Total amount of fees paid to insurance companyUSD $630
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $391
Amount paid for insurance broker fees630
Insurance broker organization code?5
Insurance broker nameENTERPRISE GENERAL INSURANCE AGENCY

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3