GEORGIA HOSPICE CARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEORGIA HOSPICE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GEORGIA HOSPICE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : GEORGIA HOSPICE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
| Total transfer of assets to this plan | 2023-03-31 | $0 |
| Total transfer of assets from this plan | 2023-03-31 | $1,786,619 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
| Total income from all sources (including contributions) | 2023-03-31 | $82,761 |
| Total loss/gain on sale of assets | 2023-03-31 | $0 |
| Total of all expenses incurred | 2023-03-31 | $143,692 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $130,986 |
| Expenses. Certain deemed distributions of participant loans | 2023-03-31 | $10,273 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $0 |
| Value of total assets at end of year | 2023-03-31 | $0 |
| Value of total assets at beginning of year | 2023-03-31 | $1,847,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $2,433 |
| Total interest from all sources | 2023-03-31 | $1,060 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $580 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $580 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $185,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Participant contributions at beginning of year | 2023-03-31 | $82,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $-60,931 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $1,847,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $1,353,758 |
| Interest on participant loans | 2023-03-31 | $1,060 |
| Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $411,742 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $78,553 |
| Net investment gain or loss from common/collective trusts | 2023-03-31 | $2,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $130,986 |
| Did the plan have assets held for investment | 2023-03-31 | No |
| 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 | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | FORVIS, LLP |
| Accountancy firm EIN | 2023-03-31 | 440160260 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $1,786,619 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $82,761 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $143,692 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $130,986 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $10,273 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $1,847,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,433 |
| Total interest from all sources | 2023-01-01 | $1,060 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $580 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $580 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $185,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at beginning of year | 2023-01-01 | $82,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-60,931 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,847,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,353,758 |
| Interest on participant loans | 2023-01-01 | $1,060 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $411,742 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $78,553 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $130,986 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS, LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : GEORGIA HOSPICE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $229,443 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $142,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $130,460 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,964 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $479,956 |
| Value of total assets at end of year | 2022-12-31 | $1,847,550 |
| Value of total assets at beginning of year | 2022-12-31 | $1,760,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,367 |
| Total interest from all sources | 2022-12-31 | $5,930 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $36,125 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $36,125 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $177,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $319,020 |
| Participant contributions at end of year | 2022-12-31 | $82,050 |
| Participant contributions at beginning of year | 2022-12-31 | $118,444 |
| Administrative expenses (other) incurred | 2022-12-31 | $9,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $86,652 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,847,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,760,898 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,353,758 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,514,639 |
| Interest on participant loans | 2022-12-31 | $5,930 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $411,742 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $127,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-297,845 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $5,277 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $160,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $130,460 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS |
| Accountancy firm EIN | 2022-12-31 | 582318533 |
| Total expenses incurred by plan in this plan year | 2022-07-29 | 76988 |
| Net assets as of the end of the plan year | 2022-07-29 | 1760898 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 1178334 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 118000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 262430 |
| Value of participant loans at end of plan year | 2022-07-29 | 118444 |
| Other contributions to plan in this plan year | 2022-07-29 | 73416 |
| Other income to plan in this plan year | 2022-07-29 | 182964 |
| Plan net income in this plan year | 2022-07-29 | 582564 |
| Net assets as of the end of the plan year | 2022-07-29 | 1760898 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 1178334 |
| Employer contributions to plan in this plan year | 2022-07-29 | 140742 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 9276 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $229,443 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $142,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $130,460 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $2,964 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $479,956 |
| Value of total assets at end of year | 2022-01-01 | $1,847,550 |
| Value of total assets at beginning of year | 2022-01-01 | $1,760,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $9,367 |
| Total interest from all sources | 2022-01-01 | $5,930 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $36,125 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $36,125 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $177,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $319,020 |
| Participant contributions at end of year | 2022-01-01 | $82,050 |
| Participant contributions at beginning of year | 2022-01-01 | $118,444 |
| Administrative expenses (other) incurred | 2022-01-01 | $9,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $86,652 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,847,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,760,898 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,353,758 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,514,639 |
| Interest on participant loans | 2022-01-01 | $5,930 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $411,742 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $127,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-297,845 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $5,277 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $160,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $130,460 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2017 : GEORGIA HOSPICE CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $124,482 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $132 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $124,350 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $76,058 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $25,298 |
| Other income received | 2017-12-31 | $-24,988 |
| Net income (gross income less expenses) | 2017-12-31 | $124,350 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $124,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $48,114 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $132 |
