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CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameCHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN
Plan identification number 001

CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC
Employer identification number (EIN):454248026
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 2012-01-12
Company Identification Number: 201201310023
Legal Registered Office Address: 970 S VILLAGE OAKS DR STE 106

COVINA
United States of America (USA)
91724

More information about CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01FELISA MARTIN FELISA MARTIN2018-10-15
0012016-07-01FELISA MARTIN FELISA MARTIN2017-10-16

Plan Statistics for CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01103
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0157
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total number of active participants reported on line 7a of the Form 55002016-07-0145
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0145
Number of participants with account balances2016-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010

Financial Data on CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019 : CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-444,931
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$2,898
Total income from all sources2019-12-31$63,886
Expenses. Total of all expenses incurred2019-12-31$5,626
Benefits paid (including direct rollovers)2019-12-31$3,509
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$389,569
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$22,786
Contributions received from other sources (not participants or employers)2019-12-31$17,672
Other income received2019-12-31$23,428
Net income (gross income less expenses)2019-12-31$58,260
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$386,671
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,117
2018 : CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,898
Total plan liabilities at beginning of year2018-12-31$3,845
Total income from all sources2018-12-31$157,450
Expenses. Total of all expenses incurred2018-12-31$48,783
Benefits paid (including direct rollovers)2018-12-31$44,066
Total plan assets at end of year2018-12-31$389,569
Total plan assets at beginning of year2018-12-31$281,849
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$89,037
Contributions received from other sources (not participants or employers)2018-12-31$68,844
Other income received2018-12-31$-22,622
Net income (gross income less expenses)2018-12-31$108,667
Net plan assets at end of year (total assets less liabilities)2018-12-31$386,671
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$278,004
Total contributions received or receivable from employer(s)2018-12-31$22,191
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,717
2017 : CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$3,845
Total plan liabilities at beginning of year2017-12-31$2,590
Total income from all sources2017-12-31$170,724
Expenses. Total of all expenses incurred2017-12-31$3,932
Total plan assets at end of year2017-12-31$281,849
Total plan assets at beginning of year2017-12-31$113,802
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$75,754
Contributions received from other sources (not participants or employers)2017-12-31$56,113
Other income received2017-12-31$20,572
Net income (gross income less expenses)2017-12-31$166,792
Net plan assets at end of year (total assets less liabilities)2017-12-31$278,004
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$111,212
Total contributions received or receivable from employer(s)2017-12-31$18,285
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,932
2016 : CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,590
Total income from all sources2016-12-31$111,667
Expenses. Total of all expenses incurred2016-12-31$455
Total plan assets at end of year2016-12-31$113,802
Total plan assets at beginning of year2016-12-31$0
Total contributions received or receivable from participants2016-12-31$20,694
Contributions received from other sources (not participants or employers)2016-12-31$79,452
Other income received2016-12-31$1,174
Net income (gross income less expenses)2016-12-31$111,212
Net plan assets at end of year (total assets less liabilities)2016-12-31$111,212
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$10,347
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$455

Form 5500 Responses for CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN

2019: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT 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 filingYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARTER HOSPICE OF THE SAN GABRIEL VALLEY, LLC EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01First time form 5500 has been submittedYes
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number124944
Policy instance 1
Insurance contract or identification number124944
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number124944
Policy instance 1
Insurance contract or identification number124944
Number of Individuals Covered50
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $468
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Amount paid for insurance broker fees468
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number124944
Policy instance 1
Insurance contract or identification number124944
Number of Individuals Covered27
Insurance policy start date2017-07-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $568
Total amount of fees paid to insurance companyUSD $681
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $568
Insurance broker organization code?3
Amount paid for insurance broker fees681
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameWAKE FINANCIAL GROUP, INC.

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