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VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

VISITING NURSE ASSOCIATION OF FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF FLORIDA, INC.
Employer identification number (EIN):591814769
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE ASSOCIATION OF FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-06-20
Company Identification Number: 743335
Legal Registered Office Address: 2400 S.E. MONTEREY RD., STE. 300

STUART

34996

More information about VISITING NURSE ASSOCIATION OF FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01DONALD R. CROW2023-07-11
0022020-10-01DONALD R. CROW2022-07-14
0022019-10-01DONALD R. CROW2021-07-13
0022018-10-01DONALD R. CROW2020-07-15
0022017-10-01DONALD R. CROW2019-07-15
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01DONALD R. CROW
0022012-10-01DONALD R. CROW
0022011-10-01DONALD R. CROW
0022009-10-01DONALD R. CROW
0022008-10-01

Plan Statistics for VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01536
Total number of active participants reported on line 7a of the Form 55002021-10-01357
Number of retired or separated participants receiving benefits2021-10-018
Number of other retired or separated participants entitled to future benefits2021-10-0169
Total of all active and inactive participants2021-10-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01434
Number of participants with account balances2021-10-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-01516
Total number of active participants reported on line 7a of the Form 55002020-10-01389
Number of retired or separated participants receiving benefits2020-10-019
Number of other retired or separated participants entitled to future benefits2020-10-0154
Total of all active and inactive participants2020-10-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01452
Number of participants with account balances2020-10-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01483
Total number of active participants reported on line 7a of the Form 55002019-10-01349
Number of retired or separated participants receiving benefits2019-10-0119
Number of other retired or separated participants entitled to future benefits2019-10-0142
Total of all active and inactive participants2019-10-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01410
Number of participants with account balances2019-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01356
Total number of active participants reported on line 7a of the Form 55002018-10-01330
Number of retired or separated participants receiving benefits2018-10-0113
Number of other retired or separated participants entitled to future benefits2018-10-0134
Total of all active and inactive participants2018-10-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01377
Number of participants with account balances2018-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01291
Total number of active participants reported on line 7a of the Form 55002017-10-01239
Number of retired or separated participants receiving benefits2017-10-016
Number of other retired or separated participants entitled to future benefits2017-10-0132
Total of all active and inactive participants2017-10-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01277
Number of participants with account balances2017-10-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-016
2016: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01303
Total number of active participants reported on line 7a of the Form 55002016-10-01215
Number of retired or separated participants receiving benefits2016-10-018
Number of other retired or separated participants entitled to future benefits2016-10-0120
Total of all active and inactive participants2016-10-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01243
Number of participants with account balances2016-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0111
2015: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-01269
Total number of active participants reported on line 7a of the Form 55002015-10-01201
Number of retired or separated participants receiving benefits2015-10-015
Number of other retired or separated participants entitled to future benefits2015-10-0150
Total of all active and inactive participants2015-10-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01257
Number of participants with account balances2015-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0111
2014: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-01213
Total number of active participants reported on line 7a of the Form 55002014-10-01171
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-0147
Total of all active and inactive participants2014-10-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-01222
Number of participants with account balances2014-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016
2013: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01258
Total number of active participants reported on line 7a of the Form 55002013-10-01164
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-0145
Total of all active and inactive participants2013-10-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-012
Total participants2013-10-01213
Number of participants with account balances2013-10-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0115
2012: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01188
Total number of active participants reported on line 7a of the Form 55002012-10-01103
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-0142
Total of all active and inactive participants2012-10-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-012
Total participants2012-10-01149
Number of participants with account balances2012-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0119
2011: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01182
Total number of active participants reported on line 7a of the Form 55002011-10-01125
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0129
Total of all active and inactive participants2011-10-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-01156
Number of participants with account balances2011-10-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0130
2009: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01156
Total number of active participants reported on line 7a of the Form 55002009-10-0191
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-0129
Total of all active and inactive participants2009-10-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01121
Number of participants with account balances2009-10-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0112

Financial Data on VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-787,070
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$778,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$723,899
Value of total corrective distributions2022-09-30$2,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$935,420
Value of total assets at end of year2022-09-30$9,122,554
Value of total assets at beginning of year2022-09-30$10,688,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$52,515
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$576,765
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$110,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$1,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Administrative expenses (other) incurred2022-09-30$52,515
Total non interest bearing cash at end of year2022-09-30$1,588
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,565,697
Value of net assets at end of year (total assets less liabilities)2022-09-30$9,122,554
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$10,688,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$9,120,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$10,688,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,722,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$248,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$721,957
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2022-09-30651220382
2021 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,103,793
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$254,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$202,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$694,471
Value of total assets at end of year2021-09-30$10,688,251
Value of total assets at beginning of year2021-09-30$8,839,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$52,512
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$412,797
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$72,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Administrative expenses (other) incurred2021-09-30$20,445
Liabilities. Value of operating payables at end of year2021-09-30$0
Liabilities. Value of operating payables at beginning of year2021-09-30$0
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$26,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,849,224
Value of net assets at end of year (total assets less liabilities)2021-09-30$10,688,251
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$8,839,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$32,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$10,688,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$8,812,618
Value of interest in pooled separate accounts at end of year2021-09-30$0
Value of interest in pooled separate accounts at beginning of year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$1,409,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$209,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$202,057
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2021-09-30651220382
2020 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,903,673
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$657,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$616,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,039,728
Value of total assets at end of year2020-09-30$8,839,027
Value of total assets at beginning of year2020-09-30$7,592,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$41,151
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$357,783
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$508,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Administrative expenses (other) incurred2020-09-30$15,598
Liabilities. Value of operating payables at end of year2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$26,409
Total non interest bearing cash at beginning of year2020-09-30$35,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,246,380
Value of net assets at end of year (total assets less liabilities)2020-09-30$8,839,027
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$7,592,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$25,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$8,812,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$7,557,544
Value of interest in pooled separate accounts at end of year2020-09-30$0
Value of interest in pooled separate accounts at beginning of year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$863,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$173,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$616,142
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2020-09-30651220382
2019 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$701,753
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$229,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$197,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$551,954
Value of total assets at end of year2019-09-30$7,592,647
Value of total assets at beginning of year2019-09-30$7,120,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$32,626
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$291,404
Assets. Other investments not covered elsewhere at end of year2019-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$93,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Administrative expenses (other) incurred2019-09-30$32,626
Liabilities. Value of operating payables at end of year2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Total non interest bearing cash at end of year2019-09-30$35,103
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$471,939
Value of net assets at end of year (total assets less liabilities)2019-09-30$7,592,647
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$7,120,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$7,557,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,995,423
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$125,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$125,285
Net investment gain/loss from pooled separate accounts2019-09-30$149,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$166,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$197,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2019-09-30651220382
2018 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,009,386
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$27,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$27,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$494,080
Value of total assets at end of year2018-09-30$7,120,708
Value of total assets at beginning of year2018-09-30$6,139,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$785
Total interest from all sources2018-09-30$1,567
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$324,852
Assets. Other investments not covered elsewhere at end of year2018-09-30$125,285
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$119,755
Administrative expenses (other) incurred2018-09-30$785
Liabilities. Value of operating payables at end of year2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$25,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$981,502
Value of net assets at end of year (total assets less liabilities)2018-09-30$7,120,708
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$6,139,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,995,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$5,993,859
Interest earned on other investments2018-09-30$1,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$513,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$169,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$27,099
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2018-09-30651220382
2017 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,234,041
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$895,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$894,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$532,461
Value of total assets at end of year2017-09-30$6,139,206
Value of total assets at beginning of year2017-09-30$5,800,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,025
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$351,079
Assets. Other investments not covered elsewhere at end of year2017-09-30$119,755
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$103,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Administrative expenses (other) incurred2017-09-30$1,025
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$25,592
Total non interest bearing cash at beginning of year2017-09-30$2,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$339,007
Value of net assets at end of year (total assets less liabilities)2017-09-30$6,139,206
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$5,800,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$5,993,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,693,481
Net investment gain/loss from pooled separate accounts2017-09-30$701,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$181,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$894,009
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2017-09-30651220382
2016 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,034,508
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$102,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$102,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$504,553
Value of total assets at end of year2016-09-30$5,800,199
Value of total assets at beginning of year2016-09-30$4,868,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$35
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$331,528
Assets. Other investments not covered elsewhere at end of year2016-09-30$103,811
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$97,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$35
Total non interest bearing cash at end of year2016-09-30$2,907
Total non interest bearing cash at beginning of year2016-09-30$5,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$931,888
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,800,199
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,868,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,693,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,765,146
Net investment gain/loss from pooled separate accounts2016-09-30$529,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$173,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$102,585
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2016-09-30651220382
2015 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$204,144
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$185,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$185,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$418,358
Value of total assets at end of year2015-09-30$4,868,311
Value of total assets at beginning of year2015-09-30$4,849,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$285,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$423
Total non interest bearing cash at end of year2015-09-30$5,239
Total non interest bearing cash at beginning of year2015-09-30$4,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$18,909
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,868,311
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,849,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,863,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$4,844,088
Net investment gain/loss from pooled separate accounts2015-09-30$-214,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$132,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$185,235
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2015-09-30651220382
2014 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$724,205
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$105,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$105,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$431,390
Value of total assets at end of year2014-09-30$4,849,402
Value of total assets at beginning of year2014-09-30$4,230,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$297,342
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$267
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$4,891
Total non interest bearing cash at beginning of year2014-09-30$20,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$619,141
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,849,402
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,230,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$4,844,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$4,209,561
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$0
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$292,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$134,048
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$105,064
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2014-09-30651220382
2013 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$254,786
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$452,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$452,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$0
Value of total assets at end of year2013-09-30$4,230,261
Value of total assets at beginning of year2013-09-30$4,427,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$267
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$20,433
Total non interest bearing cash at beginning of year2013-09-30$98,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-197,701
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,230,261
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,427,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$4,209,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,329,057
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$0
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$254,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$452,487
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2013-09-30651220382
2012 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$8,115
Total income from all sources (including contributions)2012-09-30$395,105
Total loss/gain on sale of assets2012-09-30$268,327
Total of all expenses incurred2012-09-30$1,202,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,192,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$0
Value of total assets at end of year2012-09-30$4,427,962
Value of total assets at beginning of year2012-09-30$5,243,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$9,176
Total interest from all sources2012-09-30$14,673
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$17,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$16,726
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$98,638
Total non interest bearing cash at beginning of year2012-09-30$8,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-807,010
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,427,962
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$5,234,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$9,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,329,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$0
Income. Interest from US Government securities2012-09-30$9,684
Income. Interest from corporate debt instruments2012-09-30$4,631
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$231,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$231,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$358
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$326,693
Net investment gain/loss from pooled separate accounts2012-09-30$94,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Value of employer real property at end of year2012-09-30$0
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from common stock2012-09-30$17,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,192,939
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$770,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$3,889,190
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$8,115
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$5,713,418
Aggregate carrying amount (costs) on sale of assets2012-09-30$5,445,091
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2012-09-30651220382
2011 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$-307,099
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$-307,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$8,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$10,240
Total income from all sources (including contributions)2011-09-30$-121,375
Total loss/gain on sale of assets2011-09-30$43,549
Total of all expenses incurred2011-09-30$415,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$342,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$0
Value of total assets at end of year2011-09-30$5,243,087
Value of total assets at beginning of year2011-09-30$5,782,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$73,740
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$44,637
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$97,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$16,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$15,763
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$0
Administrative expenses (other) incurred2011-09-30$260
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$8,397
Total non interest bearing cash at beginning of year2011-09-30$11,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$-537,362
Value of net assets at end of year (total assets less liabilities)2011-09-30$5,234,972
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,772,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$73,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$0
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from US Government securities2011-09-30$5,810
Income. Interest from corporate debt instruments2011-09-30$38,198
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$231,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$451,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$451,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$629
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$326,693
Asset value of US Government securities at beginning of year2011-09-30$318,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$0
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$0
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$97,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$342,247
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$770,531
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$692,492
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$3,889,190
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$4,293,592
Liabilities. Value of benefit claims payable at end of year2011-09-30$8,115
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$10,240
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$2,630,956
Aggregate carrying amount (costs) on sale of assets2011-09-30$2,587,407
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30GRIBBON & BRONKHORST LLC
Accountancy firm EIN2011-09-30651220382
2010 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST

2021: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137078
Policy instance 1
Insurance contract or identification number137078
Number of Individuals Covered180
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137078
Policy instance 1
Insurance contract or identification number137078
Number of Individuals Covered158
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137078
Policy instance 1
Insurance contract or identification number137078
Number of Individuals Covered136
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061326-E
Policy instance 2
Insurance contract or identification number061326-E
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2018-12-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,585
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?Yes
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?Yes
Amount paid for insurance broker fees29585
Additional information about fees paid to insurance brokerINCENTIVE COMP. PROGRAM
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137078
Policy instance 1
Insurance contract or identification number137078
Number of Individuals Covered128
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $17,329
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $17,329
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY FEES
Insurance broker organization code?7
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061326-E
Policy instance 2
Insurance contract or identification number061326-E
Number of Individuals Covered112
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104515
Policy instance 1
Insurance contract or identification number104515
Number of Individuals Covered0
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $2,630
Total amount of fees paid to insurance companyUSD $515
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

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