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INNOVAGE 401(K) PLAN 401k Plan overview

Plan NameINNOVAGE 401(K) PLAN
Plan identification number 001

INNOVAGE 401(K) 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TOTAL LONGTERM CARE SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:TOTAL LONGTERM CARE SOLUTIONS, LLC
Employer identification number (EIN):371547964
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about TOTAL LONGTERM CARE SOLUTIONS, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2007-05-22
Company Identification Number: 20071245009
Legal Registered Office Address: 8950 East Lowry Blvd

Denver
United States of America (USA)
80230

More information about TOTAL LONGTERM CARE SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INNOVAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARBARA GUTIERREZ
0012016-01-01BARBARA GUTIERREZ
0012016-01-01
0012015-01-01ANGELA OAKLEY ANGELA OAKLEY2016-09-28
0012014-01-01ANGELA OAKLEY ANGELA OAKLEY2015-09-30
0012013-01-01ANGELA OAKLEY ANGELA OAKLEY2014-10-15
0012012-01-01ANGELA OAKLEY ANGELA OAKLEY2013-10-14
0012011-01-01ANGELA OAKLEY ANGELA OAKLEY2012-10-16
0012010-01-01KARIN GILLIES KARIN GILLIES2011-11-28
0012009-07-01KARIN GILLIES

Plan Statistics for INNOVAGE 401(K) PLAN

401k plan membership statisitcs for INNOVAGE 401(K) PLAN

Measure Date Value
2022: INNOVAGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,351
Total number of active participants reported on line 7a of the Form 55002022-01-012,062
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01500
Total of all active and inactive participants2022-01-012,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,568
Number of participants with account balances2022-01-012,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01360
2021: INNOVAGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,221
Total number of active participants reported on line 7a of the Form 55002021-01-011,860
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01461
Total of all active and inactive participants2021-01-012,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,327
Number of participants with account balances2021-01-012,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01319
2020: INNOVAGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,373
Total number of active participants reported on line 7a of the Form 55002020-01-011,907
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01306
Total of all active and inactive participants2020-01-012,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,219
Number of participants with account balances2020-01-012,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: INNOVAGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,201
Total number of active participants reported on line 7a of the Form 55002019-01-011,880
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01483
Total of all active and inactive participants2019-01-012,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,373
Number of participants with account balances2019-01-012,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01121
2018: INNOVAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,675
Total number of active participants reported on line 7a of the Form 55002018-01-011,760
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01435
Total of all active and inactive participants2018-01-012,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,201
Number of participants with account balances2018-01-012,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01215
2017: INNOVAGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,453
Total number of active participants reported on line 7a of the Form 55002017-01-011,450
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,674
Number of participants with account balances2017-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0148
2016: INNOVAGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,367
Total number of active participants reported on line 7a of the Form 55002016-01-011,195
Number of retired or separated participants receiving benefits2016-01-01254
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,453
Number of participants with account balances2016-01-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: INNOVAGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,236
Total number of active participants reported on line 7a of the Form 55002015-01-011,070
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01295
Total of all active and inactive participants2015-01-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,367
Number of participants with account balances2015-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01105
2014: INNOVAGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,210
Total number of active participants reported on line 7a of the Form 55002014-01-011,025
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01209
Total of all active and inactive participants2014-01-011,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,236
Number of participants with account balances2014-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0189
2013: INNOVAGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,146
Total number of active participants reported on line 7a of the Form 55002013-01-01950
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01257
Total of all active and inactive participants2013-01-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,210
Number of participants with account balances2013-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: INNOVAGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,267
Total number of active participants reported on line 7a of the Form 55002012-01-011,005
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01139
Total of all active and inactive participants2012-01-011,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,146
Number of participants with account balances2012-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0152
2011: INNOVAGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,263
Total number of active participants reported on line 7a of the Form 55002011-01-011,225
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,266
Number of participants with account balances2011-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01221
2010: INNOVAGE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,145
Total number of active participants reported on line 7a of the Form 55002010-01-011,242
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,263
Number of participants with account balances2010-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01183
2009: INNOVAGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-010
Total number of active participants reported on line 7a of the Form 55002009-07-011,141
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,145
Number of participants with account balances2009-07-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0175

Financial Data on INNOVAGE 401(K) PLAN

Measure Date Value
2022 : INNOVAGE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$2,752,388
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,988,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,870,786
Expenses. Certain deemed distributions of participant loans2022-12-31$4,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,480,239
Value of total assets at end of year2022-12-31$54,798,738
Value of total assets at beginning of year2022-12-31$61,035,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,389
Total interest from all sources2022-12-31$39,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$883,436
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$883,436
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$9,122,195
Participant contributions at end of year2022-12-31$1,152,817
Participant contributions at beginning of year2022-12-31$954,806
Participant contributions at end of year2022-12-31$201
Participant contributions at beginning of year2022-12-31$363,615
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,169,299
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,689
Other income not declared elsewhere2022-12-31$31,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,236,571
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,798,738
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,035,309
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$53,645,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,627,295
Interest on participant loans2022-12-31$39,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,682,476
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$2,188,745
Employer contributions (assets) at end of year2022-12-31$15
Employer contributions (assets) at beginning of year2022-12-31$89,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,868,097
Contract administrator fees2022-12-31$113,389
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 name2022-12-31DELOITTE
Accountancy firm EIN2022-12-31133891517
2021 : INNOVAGE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$19,225,992
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,020,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,906,415
Expenses. Certain deemed distributions of participant loans2021-12-31$-3,682
Value of total corrective distributions2021-12-31$3,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,686,248
Value of total assets at end of year2021-12-31$61,035,309
Value of total assets at beginning of year2021-12-31$49,829,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,627
Total interest from all sources2021-12-31$32,610
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$637,903
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$637,903
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$8,503,885
Participant contributions at end of year2021-12-31$954,806
Participant contributions at beginning of year2021-12-31$675,753
Participant contributions at end of year2021-12-31$363,615
Participant contributions at beginning of year2021-12-31$197,234
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,320,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$59
Other income not declared elsewhere2021-12-31$14,322
Administrative expenses (other) incurred2021-12-31$46,003
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$11,205,458
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,035,309
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,829,851
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$59,627,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,904,577
Interest on participant loans2021-12-31$32,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,854,909
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$1,861,965
Employer contributions (assets) at end of year2021-12-31$89,593
Employer contributions (assets) at beginning of year2021-12-31$52,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,906,356
Contract administrator fees2021-12-31$68,624
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 name2021-12-31DELOITTE
Accountancy firm EIN2021-12-31133891517
2020 : INNOVAGE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$94,065
Total income from all sources (including contributions)2020-12-31$15,715,513
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,826,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,628,864
Expenses. Certain deemed distributions of participant loans2020-12-31$-4,786
Value of total corrective distributions2020-12-31$107,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,660,863
Value of total assets at end of year2020-12-31$49,829,851
Value of total assets at beginning of year2020-12-31$38,034,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,156
Total interest from all sources2020-12-31$29,151
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$610,443
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$610,443
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$7,513,024
Participant contributions at end of year2020-12-31$675,753
Participant contributions at beginning of year2020-12-31$644,099
Participant contributions at end of year2020-12-31$197,234
Participant contributions at beginning of year2020-12-31$202,188
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$275,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$94,065
Other income not declared elsewhere2020-12-31$13,816
Administrative expenses (other) incurred2020-12-31$94,156
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$11,889,339
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,829,851
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,940,512
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$48,904,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,131,358
Interest on participant loans2020-12-31$29,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,401,240
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$1,872,591
Employer contributions (assets) at end of year2020-12-31$52,287
Employer contributions (assets) at beginning of year2020-12-31$56,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,628,864
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 name2020-12-31DELOITTE
Accountancy firm EIN2020-12-31133891517
2019 : INNOVAGE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$744
Total income from all sources (including contributions)2019-12-31$15,114,300
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,979,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,891,728
Expenses. Certain deemed distributions of participant loans2019-12-31$4,520
Value of total corrective distributions2019-12-31$696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,944,564
Value of total assets at end of year2019-12-31$38,034,577
Value of total assets at beginning of year2019-12-31$26,806,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,124
Total interest from all sources2019-12-31$27,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$728,057
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$728,057
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,415,399
Participant contributions at end of year2019-12-31$644,099
Participant contributions at beginning of year2019-12-31$460,572
Participant contributions at end of year2019-12-31$202,188
Participant contributions at beginning of year2019-12-31$160,890
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$763,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$94,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$744
Other income not declared elsewhere2019-12-31$16,271
Administrative expenses (other) incurred2019-12-31$82,124
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$11,135,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,940,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,805,280
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$37,131,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,139,978
Interest on participant loans2019-12-31$27,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,397,547
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$1,765,948
Employer contributions (assets) at end of year2019-12-31$56,932
Employer contributions (assets) at beginning of year2019-12-31$44,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,891,728
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 name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : INNOVAGE 401(K) 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$744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,745
Total income from all sources (including contributions)2018-12-31$4,459,156
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,350,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,281,165
Expenses. Certain deemed distributions of participant loans2018-12-31$-7,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,062,750
Value of total assets at end of year2018-12-31$26,806,024
Value of total assets at beginning of year2018-12-31$25,736,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,796
Total interest from all sources2018-12-31$19,216
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$551,972
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$551,972
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,628,183
Participant contributions at end of year2018-12-31$460,572
Participant contributions at beginning of year2018-12-31$357,307
Participant contributions at end of year2018-12-31$160,890
Participant contributions at beginning of year2018-12-31$70,819
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$235,186
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,745
Other income not declared elsewhere2018-12-31$20,025
Administrative expenses (other) incurred2018-12-31$76,796
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$1,109,067
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,805,280
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,696,213
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$26,139,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,308,832
Interest on participant loans2018-12-31$19,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,194,807
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,199,381
Employer contributions (assets) at end of year2018-12-31$44,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,281,165
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 name2018-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : INNOVAGE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,721,719
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,860,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,724,387
Expenses. Certain deemed distributions of participant loans2017-12-31$24,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,103,743
Value of total assets at end of year2017-12-31$25,736,958
Value of total assets at beginning of year2017-12-31$19,834,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,701
Total interest from all sources2017-12-31$12,168
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$433,550
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$433,550
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,429,094
Participant contributions at end of year2017-12-31$357,307
Participant contributions at end of year2017-12-31$70,819
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$728,953
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$347,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$40,745
Administrative expenses (other) incurred2017-12-31$111,701
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$5,861,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,696,213
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,834,876
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$25,308,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,487,428
Interest on participant loans2017-12-31$12,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,172,258
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$945,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,724,387
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 name2017-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2017-12-31133891517
2016 : INNOVAGE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,116,855
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,792,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,697,294
Expenses. Certain deemed distributions of participant loans2016-12-31$6,743
Value of total corrective distributions2016-12-31$454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,638,796
Value of total assets at end of year2016-12-31$19,834,876
Value of total assets at beginning of year2016-12-31$16,510,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,100
Total interest from all sources2016-12-31$8,398
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$337,856
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$337,856
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,768,410
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,928
Assets. Loans (other than to participants) at end of year2016-12-31$347,448
Assets. Loans (other than to participants) at beginning of year2016-12-31$253,620
Other income not declared elsewhere2016-12-31$5,333
Administrative expenses (other) incurred2016-12-31$88,100
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,324,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,834,876
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,510,612
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$19,487,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,256,992
Interest on participant loans2016-12-31$8,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,126,472
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$714,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,697,294
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : INNOVAGE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,429,571
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,474,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,401,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,535,026
Value of total assets at end of year2015-12-31$16,510,612
Value of total assets at beginning of year2015-12-31$14,555,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,012
Total interest from all sources2015-12-31$7,279
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$285,008
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$285,008
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,473,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$210,813
Assets. Loans (other than to participants) at end of year2015-12-31$253,620
Assets. Loans (other than to participants) at beginning of year2015-12-31$199,984
Other income not declared elsewhere2015-12-31$3,431
Administrative expenses (other) incurred2015-12-31$73,012
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$33
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$1,955,065
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,510,612
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,555,547
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$16,256,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,355,530
Interest on participant loans2015-12-31$7,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-401,173
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$850,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,401,494
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : INNOVAGE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,703,450
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,001,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,912,287
Expenses. Certain deemed distributions of participant loans2014-12-31$-1,478
Value of total corrective distributions2014-12-31$25,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,851,901
Value of total assets at end of year2014-12-31$14,555,547
Value of total assets at beginning of year2014-12-31$12,853,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,476
Total interest from all sources2014-12-31$5,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$539,579
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$539,579
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$2,011,497
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79,717
Assets. Loans (other than to participants) at end of year2014-12-31$199,984
Assets. Loans (other than to participants) at beginning of year2014-12-31$156,363
Other income not declared elsewhere2014-12-31$5,976
Administrative expenses (other) incurred2014-12-31$64,476
Total non interest bearing cash at end of year2014-12-31$33
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$1,702,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,555,547
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,853,274
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$14,355,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,696,911
Interest on participant loans2014-12-31$5,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$300,027
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$760,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,912,287
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : INNOVAGE 401(K) 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$4,513,283
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,185,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,103,581
Value of total corrective distributions2013-12-31$20,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,439,828
Value of total assets at end of year2013-12-31$12,853,274
Value of total assets at beginning of year2013-12-31$11,525,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,273
Total interest from all sources2013-12-31$4,181
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$306,298
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$306,298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,762,675
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,422
Assets. Loans (other than to participants) at end of year2013-12-31$156,363
Assets. Loans (other than to participants) at beginning of year2013-12-31$158,250
Other income not declared elsewhere2013-12-31$2,112
Administrative expenses (other) incurred2013-12-31$61,273
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$1,328,145
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,853,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,525,129
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$12,696,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,222,439
Interest on participant loans2013-12-31$3,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,144,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,144,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,760,864
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$604,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,103,581
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
Aggregate proceeds on sale of assets2013-12-31$1,392,552
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,392,552
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : INNOVAGE 401(K) 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$0
Total income from all sources (including contributions)2012-12-31$3,914,037
Total loss/gain on sale of assets2012-12-31$544
Total of all expenses incurred2012-12-31$2,471,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,437,338
Expenses. Certain deemed distributions of participant loans2012-12-31$1,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,595,391
Value of total assets at end of year2012-12-31$11,525,129
Value of total assets at beginning of year2012-12-31$10,082,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,302
Total interest from all sources2012-12-31$147,046
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$199,655
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$199,655
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,662,997
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$554,237
Assets. Loans (other than to participants) at end of year2012-12-31$158,250
Assets. Loans (other than to participants) at beginning of year2012-12-31$169,027
Administrative expenses (other) incurred2012-12-31$32,302
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$1,442,919
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,525,129
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,082,210
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$10,222,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,522,141
Interest on participant loans2012-12-31$4,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,144,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,391,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$971,401
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$378,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,437,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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
Aggregate proceeds on sale of assets2012-12-31$500,338
Aggregate carrying amount (costs) on sale of assets2012-12-31$499,794
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : INNOVAGE 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,764,844
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,027,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$973,937
Expenses. Certain deemed distributions of participant loans2011-12-31$2,527
Value of total corrective distributions2011-12-31$43,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,886,988
Value of total assets at end of year2011-12-31$10,082,210
Value of total assets at beginning of year2011-12-31$9,344,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,014
Total interest from all sources2011-12-31$43,967
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$199,490
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$199,490
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,478,298
Participant contributions at end of year2011-12-31$169,027
Participant contributions at beginning of year2011-12-31$121,927
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$136,836
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$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$737,491
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,082,210
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,344,719
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
Investment advisory and management fees2011-12-31$5,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,522,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,174,420
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$4,887
Interest earned on other investments2011-12-31$39,080
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,391,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,048,372
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-365,601
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$271,854
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$973,937
Contract administrator fees2011-12-31$1,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : INNOVAGE 401(K) 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$2,975,753
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$586,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$557,337
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$11,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,022,919
Value of total assets at end of year2010-12-31$9,344,719
Value of total assets at beginning of year2010-12-31$6,955,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,779
Total interest from all sources2010-12-31$33,433
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$200,326
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$200,326
Administrative expenses professional fees incurred2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,727,538
Participant contributions at end of year2010-12-31$121,927
Participant contributions at beginning of year2010-12-31$103,260
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$115,930
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$100
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$2,389,456
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,344,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,955,263
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
Investment advisory and management fees2010-12-31$17,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,174,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,071,891
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$4,446
Interest earned on other investments2010-12-31$28,987
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,048,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$780,112
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$719,075
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$179,451
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$557,337
Contract administrator fees2010-12-31$557
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : INNOVAGE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INNOVAGE 401(K) PLAN

2022: INNOVAGE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: INNOVAGE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: INNOVAGE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INNOVAGE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INNOVAGE 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INNOVAGE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INNOVAGE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INNOVAGE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INNOVAGE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INNOVAGE 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INNOVAGE 401(K) 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: INNOVAGE 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INNOVAGE 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INNOVAGE 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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