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401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 401k Plan overview

Plan Name401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC
Plan identification number 002

401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DEACONESS VNA PLUS LLC has sponsored the creation of one or more 401k plans.

Company Name:DEACONESS VNA PLUS LLC
Employer identification number (EIN):465223267
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about DEACONESS VNA PLUS LLC

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 014032600261

More information about DEACONESS VNA PLUS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01KATHERINE CLODFELTER KATHERINE CLODFELTER2018-10-12
0022017-01-01KATHERINE CLODFELTER KATHERINE CLODFELTER2018-10-11
0022016-01-01KATHERINE CLODFELTER KATHERINE CLODFELTER2017-10-06
0022015-01-01CRYSTAL HEATON CRYSTAL HEATON2016-10-05
0022014-01-01GLORIA HORTON GLORIA HORTON2015-10-07

Plan Statistics for 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC

Measure Date Value
2019: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01192
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01103
Total of all active and inactive participants2018-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01194
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01175
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01206
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01216
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01208
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC

Measure Date Value
2019 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,027,238
Total income from all sources (including contributions)2019-12-31$1,027,238
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$628,767
Total of all expenses incurred2019-12-31$628,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$627,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$627,247
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,928
Value of total assets at end of year2019-12-31$4,698,531
Value of total assets at end of year2019-12-31$4,698,531
Value of total assets at beginning of year2019-12-31$4,300,060
Value of total assets at beginning of year2019-12-31$4,300,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,520
Total interest from all sources2019-12-31$12,393
Total interest from all sources2019-12-31$12,393
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$168,473
Contributions received from participants2019-12-31$168,473
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,224
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,224
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,520
Administrative expenses (other) incurred2019-12-31$1,520
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
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$398,471
Value of net income/loss2019-12-31$398,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,698,531
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,698,531
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,300,060
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,300,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$4,000,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,000,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,537,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,537,787
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$12,393
Interest earned on other investments2019-12-31$12,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$698,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$698,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$762,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$762,273
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$771,917
Net investment gain/loss from pooled separate accounts2019-12-31$771,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,231
Contributions received in cash from employer2019-12-31$22,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$627,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$627,247
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEINZAPFEL & CO., LLC
Accountancy firm name2019-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2019-12-31352152081
Accountancy firm EIN2019-12-31352152081
2018 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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$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$269,688
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$504,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$502,777
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$561,338
Value of total assets at end of year2018-12-31$4,300,060
Value of total assets at beginning of year2018-12-31$4,534,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,499
Total interest from all sources2018-12-31$7,309
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$166,120
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$394,676
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-234,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,300,060
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,534,648
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$3,537,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,800,084
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$7,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$762,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$734,564
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-298,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$502,777
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 name2018-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2018-12-31352152081
2017 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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$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$781,176
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,259,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,258,024
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$186,699
Value of total assets at end of year2017-12-31$4,534,648
Value of total assets at beginning of year2017-12-31$5,013,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,707
Total interest from all sources2017-12-31$8,681
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$162,794
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,542
Other income not declared elsewhere2017-12-31$12
Administrative expenses (other) incurred2017-12-31$1,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-478,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,534,648
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,013,203
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$3,800,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,009,353
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$8,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$734,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,003,850
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$585,784
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$21,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,258,024
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 name2017-12-31WEINZAPFEL & CO LLC
Accountancy firm EIN2017-12-31352152081
2016 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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$617,125
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$761,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$759,721
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$245,674
Value of total assets at end of year2016-12-31$5,013,203
Value of total assets at beginning of year2016-12-31$5,157,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,019
Total interest from all sources2016-12-31$12,659
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$212,874
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$2,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-144,615
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,013,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,157,818
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$4,009,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,818,652
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$12,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,003,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,339,166
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$358,782
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$32,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$759,721
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 name2016-12-31WEINZAPFEL & CO. LLC.
Accountancy firm EIN2016-12-31352152081
2015 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$470,524
Total of all expenses incurred2015-12-31$965,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$964,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$481,448
Value of total assets at end of year2015-12-31$5,167,961
Value of total assets at beginning of year2015-12-31$5,662,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,025
Total interest from all sources2015-12-31$15,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$252,762
Participant contributions at end of year2015-12-31$8,813
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$194,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-494,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,167,961
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,662,579
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 pooled separate accounts at end of year2015-12-31$3,818,652
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,798,279
Interest earned on other investments2015-12-31$15,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,339,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,864,300
Net investment gain/loss from pooled separate accounts2015-12-31$-26,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$33,789
Employer contributions (assets) at end of year2015-12-31$1,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$964,117
Contract administrator fees2015-12-31$1,025
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 name2015-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2015-12-31352152081
2014 : 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$573,560
Total of all expenses incurred2014-12-31$889,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$887,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$274,392
Value of total assets at end of year2014-12-31$5,662,579
Value of total assets at beginning of year2014-12-31$5,978,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,516
Total interest from all sources2014-12-31$18,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215,547
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-315,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,662,579
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,978,505
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 pooled separate accounts at end of year2014-12-31$3,798,279
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,998,059
Interest earned on other investments2014-12-31$18,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,864,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,980,446
Net investment gain/loss from pooled separate accounts2014-12-31$280,254
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$887,970
Contract administrator fees2014-12-31$1,516
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 name2014-12-31WEINZAPFEL & CO., LLC
Accountancy firm EIN2014-12-31352152081

Form 5500 Responses for 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC

2019: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 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 benefit arrangement – InsuranceYes
2017: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2016: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 401(K) PROFIT-SHARING PLAN OF DEACONESS VNA PLUS, LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051908J
Policy instance 1
Insurance contract or identification number051908J
Number of Individuals Covered192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $834
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees834
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051908J
Policy instance 1
Insurance contract or identification number051908J
Number of Individuals Covered194
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $296
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees296
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051908J
Policy instance 1
Insurance contract or identification number051908J
Number of Individuals Covered175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $467
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees467
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051908J
Policy instance 1
Insurance contract or identification number051908J
Number of Individuals Covered216
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $196
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051908J
Policy instance 1
Insurance contract or identification number051908J
Number of Individuals Covered208
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $255
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees255
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE

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