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Plan Name | CARE FROM HEART RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CARE FROM HEART |
Employer identification number (EIN): | 465570986 |
NAIC Classification: | 621610 |
NAIC Description: | Home Health Care Services |
Additional information about CARE FROM HEART
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2014-04-29 |
Company Identification Number: | C3669999 |
Legal Registered Office Address: |
4 Union Square Suite A Union City United States of America (USA) 94587 |
More information about CARE FROM HEART
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LAN HSIN CHAN | |||
001 | 2016-01-01 | LAN HSIN CHAN | |||
001 | 2015-01-01 | LAN HSIN CHAN | |||
001 | 2014-06-16 | LAN HSIN CHAN | |||
001 | 2014-01-01 | LAN HSIN CHAN | 2015-10-14 |
Measure | Date | Value |
---|---|---|
2022: CARE FROM HEART RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 31 |
Number of participants with account balances | 2022-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: CARE FROM HEART RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 17 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CARE FROM HEART RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: CARE FROM HEART RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CARE FROM HEART RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CARE FROM HEART RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 21 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CARE FROM HEART RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 17 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CARE FROM HEART RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CARE FROM HEART RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-16 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-16 | 5 |
Number of retired or separated participants receiving benefits | 2014-06-16 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-16 | 0 |
Total of all active and inactive participants | 2014-06-16 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-16 | 0 |
Total participants | 2014-06-16 | 5 |
Number of participants with account balances | 2014-06-16 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-16 | 0 |
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CARE FROM HEART RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-671,423 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $798,398 |
Total plan assets at beginning of year | 2022-12-31 | $1,469,821 |
Value of fidelity bond covering the plan | 2022-12-31 | $25,000 |
Other income received | 2022-12-31 | $-671,423 |
Net income (gross income less expenses) | 2022-12-31 | $-671,423 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $798,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,469,821 |
Assets. Value of employer securities | 2022-12-31 | $772,117 |
2021 : CARE FROM HEART RETIREMENT PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $316,941 |
Expenses. Total of all expenses incurred | 2021-12-31 | $147 |
Benefits paid (including direct rollovers) | 2021-12-31 | $147 |
Total plan assets at end of year | 2021-12-31 | $1,469,821 |
Total plan assets at beginning of year | 2021-12-31 | $1,153,027 |
Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
Other income received | 2021-12-31 | $307,806 |
Net income (gross income less expenses) | 2021-12-31 | $316,794 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,469,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,153,027 |
Assets. Value of employer securities | 2021-12-31 | $1,440,231 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $9,135 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CARE FROM HEART RETIREMENT PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $269,752 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,153,027 |
Total plan assets at beginning of year | 2020-12-31 | $883,275 |
Value of fidelity bond covering the plan | 2020-12-31 | $25,000 |
Other income received | 2020-12-31 | $254,828 |
Net income (gross income less expenses) | 2020-12-31 | $269,752 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,153,027 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $883,275 |
Assets. Value of employer securities | 2020-12-31 | $1,133,230 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $14,924 |
2019 : CARE FROM HEART RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $136,529 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $883,275 |
Total plan assets at beginning of year | 2019-12-31 | $746,746 |
Value of fidelity bond covering the plan | 2019-12-31 | $25,000 |
Other income received | 2019-12-31 | $131,788 |
Net income (gross income less expenses) | 2019-12-31 | $136,529 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $883,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $746,746 |
Assets. Value of employer securities | 2019-12-31 | $878,521 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $4,741 |
2018 : CARE FROM HEART RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-50,618 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $746,746 |
Total plan assets at beginning of year | 2018-12-31 | $797,364 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-50,618 |
Net income (gross income less expenses) | 2018-12-31 | $-50,618 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $746,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $797,364 |
Assets. Value of employer securities | 2018-12-31 | $746,733 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : CARE FROM HEART RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $339,787 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $797,364 |
Total plan assets at beginning of year | 2017-12-31 | $457,577 |
Value of fidelity bond covering the plan | 2017-12-31 | $25,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $339,787 |
Net income (gross income less expenses) | 2017-12-31 | $339,787 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $797,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $457,577 |
Assets. Value of employer securities | 2017-12-31 | $797,351 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : CARE FROM HEART RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $32,932 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $457,577 |
Total plan assets at beginning of year | 2016-12-31 | $424,645 |
Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $32,932 |
Net income (gross income less expenses) | 2016-12-31 | $32,932 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $457,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $424,645 |
Assets. Value of employer securities | 2016-12-31 | $457,564 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : CARE FROM HEART RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $236,206 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $424,645 |
Total plan assets at beginning of year | 2015-12-31 | $188,439 |
Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $236,206 |
Net income (gross income less expenses) | 2015-12-31 | $236,206 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $424,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $188,439 |
Assets. Value of employer securities | 2015-12-31 | $424,633 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : CARE FROM HEART RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $188,454 |
Expenses. Total of all expenses incurred | 2014-12-31 | $15 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $188,439 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $188,453 |
Other income received | 2014-12-31 | $1 |
Net income (gross income less expenses) | 2014-12-31 | $188,439 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $188,439 |
Assets. Value of employer securities | 2014-12-31 | $188,428 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15 |
2022: CARE FROM HEART RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARE FROM HEART RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARE FROM HEART RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARE FROM HEART RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARE FROM HEART RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARE FROM HEART RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARE FROM HEART RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARE FROM HEART RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARE FROM HEART RETIREMENT PLAN 2014 form 5500 responses | ||
2014-06-16 | Type of plan entity | Single employer plan |
2014-06-16 | First time form 5500 has been submitted | Yes |
2014-06-16 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-06-16 | Plan funding arrangement – Trust | Yes |
2014-06-16 | Plan benefit arrangement - Trust | Yes |
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |