PERSONAL HOME CARE OF NORTH CARO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONAL HOME CARE OF NC 401(K)
| Measure | Date | Value |
|---|
| 2025 : PERSONAL HOME CARE OF NC 401(K) 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 11368 |
| Net assets as of the end of the plan year | 2025-10-14 | 500932 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 318928 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 32000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 111911 |
| Value of participant loans at end of plan year | 2025-10-14 | 3315 |
| Other contributions to plan in this plan year | 2025-10-14 | 16674 |
| Other income to plan in this plan year | 2025-10-14 | 41465 |
| Plan net income in this plan year | 2025-10-14 | 182004 |
| Net assets as of the end of the plan year | 2025-10-14 | 500932 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 318928 |
| Employer contributions to plan in this plan year | 2025-10-14 | 23322 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 195 |
| 2024 : PERSONAL HOME CARE OF NC 401(K) 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 158 |
| Net assets as of the end of the plan year | 2024-10-15 | 318928 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 242285 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 25000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 35967 |
| Value of participant loans at end of plan year | 2024-10-15 | 6856 |
| Other income to plan in this plan year | 2024-10-15 | 40834 |
| Plan net income in this plan year | 2024-10-15 | 76643 |
| Net assets as of the end of the plan year | 2024-10-15 | 318928 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 242285 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 125 |
| 2022 : PERSONAL HOME CARE OF NC 401(K) 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-30 | 684 |
| Net assets as of the end of the plan year | 2022-07-30 | 235934 |
| Total assets as of the beginning of the plan year | 2022-07-30 | 186934 |
| Value of plan covered by a fidelity bond | 2022-07-30 | 19000 |
| Participant contributions to plan in this plan year | 2022-07-30 | 24018 |
| Value of participant loans at end of plan year | 2022-07-30 | 10573 |
| Other income to plan in this plan year | 2022-07-30 | 25666 |
| Plan net income in this plan year | 2022-07-30 | 49000 |
| Net assets as of the end of the plan year | 2022-07-30 | 235934 |
| Net assets as of the beginning of the plan year | 2022-07-30 | 186934 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-30 | 125 |
| 2018 : PERSONAL HOME CARE OF NC 401(K) 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $10,591 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $22,924 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $22,395 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $19,107 |
| Value of total assets at end of year | 2018-12-31 | $119,322 |
| Value of total assets at beginning of year | 2018-12-31 | $131,655 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $110 |
| Total interest from all sources | 2018-12-31 | $26 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $8,965 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $14,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $19,107 |
| Participant contributions at beginning of year | 2018-12-31 | $447 |
| Administrative expenses (other) incurred | 2018-12-31 | $110 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-12,333 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $119,322 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $131,655 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $119,046 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $130,934 |
| Interest on participant loans | 2018-12-31 | $26 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $276 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $274 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-17,511 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $4 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $22,395 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | PARSONS CPA, PLLC |
| Accountancy firm EIN | 2018-12-31 | 274214364 |
| 2017 : PERSONAL HOME CARE OF NC 401(K) 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| 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 | $38,121 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,171 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $21,995 |
| Value of total assets at end of year | 2017-12-31 | $131,655 |
| Value of total assets at beginning of year | 2017-12-31 | $94,705 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $175 |
| Total interest from all sources | 2017-12-31 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $8,664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $8,664 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $21,995 |
| Participant contributions at end of year | 2017-12-31 | $447 |
| Administrative expenses (other) incurred | 2017-12-31 | $175 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $36,950 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $131,655 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $94,705 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $130,934 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $94,245 |
| Interest on participant loans | 2017-12-31 | $9 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $274 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $460 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,447 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $6 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $996 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | PERSONAL HOME CARE OF NORTH CARO |
| Accountancy firm EIN | 2017-12-31 | 412087055 |
| 2016 : PERSONAL HOME CARE OF NC 401(K) 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $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 | $30,349 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $470 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $24,414 |
| Value of total assets at end of year | 2016-12-31 | $94,705 |
| Value of total assets at beginning of year | 2016-12-31 | $64,826 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,630 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,630 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $7,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $24,414 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $29,879 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $94,705 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $64,826 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $94,245 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $64,381 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $460 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $445 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,306 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $-1 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | VLAD ZAGRANICHNTY |
| Accountancy firm EIN | 2016-12-31 | 200274780 |
