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DD CARE MANAGEMENT LLC 401(K) PLAN 401k Plan overview

Plan NameDD CARE MANAGEMENT LLC 401(K) PLAN
Plan identification number 001

DD CARE MANAGEMENT LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DD CARE MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:DD CARE MANAGEMENT LLC
Employer identification number (EIN):472687781
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DD CARE MANAGEMENT LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01MARGARET BRUBAKER2020-10-13
0012019-01-01JOSHUA ROTHENBERG2021-02-11
0012018-01-01MARGARET BRUBAKER2019-10-10
0012017-01-01
0012016-01-01JOSHUA ROTHENBERG2017-05-23

Plan Statistics for DD CARE MANAGEMENT LLC 401(K) PLAN

401k plan membership statisitcs for DD CARE MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2019: DD CARE MANAGEMENT LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01371
Total number of active participants reported on line 7a of the Form 55002019-01-01475
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01546
Number of participants with account balances2019-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: DD CARE MANAGEMENT LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01278
Number of participants with account balances2018-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019

Financial Data on DD CARE MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2019 : DD CARE MANAGEMENT LLC 401(K) PLAN 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$3,013,363
Total income from all sources (including contributions)2019-12-31$3,013,363
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$311,515
Total of all expenses incurred2019-12-31$311,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,574,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,574,641
Value of total assets at end of year2019-12-31$3,793,175
Value of total assets at end of year2019-12-31$3,793,175
Value of total assets at beginning of year2019-12-31$1,091,327
Value of total assets at beginning of year2019-12-31$1,091,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,883
Total interest from all sources2019-12-31$2,623
Total interest from all sources2019-12-31$2,623
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$109,132
Value of fidelity bond cover2019-12-31$109,132
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,521,465
Contributions received from participants2019-12-31$1,521,465
Participant contributions at end of year2019-12-31$82,272
Participant contributions at end of year2019-12-31$82,272
Participant contributions at beginning of year2019-12-31$19,240
Participant contributions at beginning of year2019-12-31$19,240
Participant contributions at end of year2019-12-31$143,577
Participant contributions at end of year2019-12-31$143,577
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$746,702
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$746,702
Total non interest bearing cash at end of year2019-12-31$5,123
Total non interest bearing cash at end of year2019-12-31$5,123
Total non interest bearing cash at beginning of year2019-12-31$169
Total non interest bearing cash at beginning of year2019-12-31$169
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$2,701,848
Value of net income/loss2019-12-31$2,701,848
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,793,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,793,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,091,327
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 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
Investment advisory and management fees2019-12-31$485
Investment advisory and management fees2019-12-31$485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,533,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,533,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,071,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,071,918
Interest on participant loans2019-12-31$2,623
Interest on participant loans2019-12-31$2,623
Net investment gain/loss from pooled separate accounts2019-12-31$436,099
Net investment gain/loss from pooled separate accounts2019-12-31$436,099
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$306,474
Contributions received in cash from employer2019-12-31$306,474
Employer contributions (assets) at end of year2019-12-31$28,640
Employer contributions (assets) at end of year2019-12-31$28,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,632
Contract administrator fees2019-12-31$35,398
Contract administrator fees2019-12-31$35,398
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 name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : DD CARE MANAGEMENT LLC 401(K) PLAN 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$667,759
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$206,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$195,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$742,081
Value of total assets at end of year2018-12-31$1,091,327
Value of total assets at beginning of year2018-12-31$630,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,569
Total interest from all sources2018-12-31$566
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$63,026
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$599,975
Participant contributions at end of year2018-12-31$19,240
Participant contributions at beginning of year2018-12-31$980
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,851
Total non interest bearing cash at end of year2018-12-31$169
Total non interest bearing cash at beginning of year2018-12-31$50
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$461,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,091,327
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$630,262
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
Investment advisory and management fees2018-12-31$173
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,071,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$629,232
Interest on participant loans2018-12-31$566
Net investment gain/loss from pooled separate accounts2018-12-31$-74,888
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$76,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$195,125
Contract administrator fees2018-12-31$11,396
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 name2018-12-31HORVATH & GIACIN P.C.
Accountancy firm EIN2018-12-31223490175

Form 5500 Responses for DD CARE MANAGEMENT LLC 401(K) PLAN

2019: DD CARE MANAGEMENT LLC 401(K) 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 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DD CARE MANAGEMENT LLC 401(K) 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered529
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 $16,780
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 Administration0
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
Amount paid for insurance broker fees11135
Additional information about fees paid to insurance brokerADVISOR FEES & COMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered287
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 $4,742
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 Administration0
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
Amount paid for insurance broker fees4149
Additional information about fees paid to insurance brokerADVISOR FEES & COMMISSIONS
Insurance broker organization code?3

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