401k Plan data: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN plan

STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	STA-HOME HEALTH AGENCY, INC. 401(K) PLAN
Plan identification number	001

STA-HOME HEALTH AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

STA-HOME HEALTH AGENCY OF JACKSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: STA-HOME HEALTH AGENCY OF JACKSON, INC.

Employer identification number (EIN): 640867171

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STA-HOME HEALTH AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 RHONDA HAMILTON RHONDA HAMILTON 2018-04-03
001 2015-01-01 VINCENT CARACCI VINCENT CARACCI 2016-10-26
001 2015-01-01 VINCENT CARACCI VINCENT CARACCI 2016-10-17
001 2014-01-01 VINCENT CARACCI VINCENT CARACCI 2015-10-14
001 2013-01-01 VINCENT CARACCI VINCENT CARACCI 2014-10-15
001 2012-01-01 VINCENT CARACCI VINCENT CARACCI 2013-10-15
001 2011-01-01 VINCENT CARACCI VINCENT CARACCI 2012-10-15
001 2009-01-01 VINCENT CARACCI VINCENT CARACCI 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	RHONDA HAMILTON	RHONDA HAMILTON	2018-04-03
001	2015-01-01	VINCENT CARACCI	VINCENT CARACCI	2016-10-26
001	2015-01-01	VINCENT CARACCI	VINCENT CARACCI	2016-10-17
001	2014-01-01	VINCENT CARACCI	VINCENT CARACCI	2015-10-14
001	2013-01-01	VINCENT CARACCI	VINCENT CARACCI	2014-10-15
001	2012-01-01	VINCENT CARACCI	VINCENT CARACCI	2013-10-15
001	2011-01-01	VINCENT CARACCI	VINCENT CARACCI	2012-10-15
001	2009-01-01	VINCENT CARACCI	VINCENT CARACCI	2010-10-15

Plan Statistics for STA-HOME HEALTH AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for STA-HOME HEALTH AGENCY, INC. 401(K) PLAN

Measure Date Value
2016: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,168
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 841
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 220
Total of all active and inactive participants 2016-01-01 1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,061
Number of participants with account balances 2016-01-01 814
2015: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,183
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,057
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 138
Total of all active and inactive participants 2015-01-01 1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,195
Number of participants with account balances 2015-01-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 986
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 186
Total of all active and inactive participants 2014-01-01 1,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,172
Number of participants with account balances 2014-01-01 782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 948
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 192
Total of all active and inactive participants 2013-01-01 1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,140
Number of participants with account balances 2013-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 942
Number of other retired or separated participants entitled to future benefits 2012-01-01 193
Total of all active and inactive participants 2012-01-01 1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,135
Number of participants with account balances 2012-01-01 826
2011: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 940
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 186
Total of all active and inactive participants 2011-01-01 1,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,126
Number of participants with account balances 2011-01-01 825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,001
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 853
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 152
Total of all active and inactive participants 2009-01-01 1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 1,008
Number of participants with account balances 2009-01-01 788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 14

Measure	Date	Value
2016: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,168
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	841
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	220
Total of all active and inactive participants	2016-01-01	1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,061
Number of participants with account balances	2016-01-01	814
2015: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,183
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,057
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	138
Total of all active and inactive participants	2015-01-01	1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,195
Number of participants with account balances	2015-01-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	986
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	186
Total of all active and inactive participants	2014-01-01	1,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,172
Number of participants with account balances	2014-01-01	782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	948
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	192
Total of all active and inactive participants	2013-01-01	1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,140
Number of participants with account balances	2013-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	942
Number of other retired or separated participants entitled to future benefits	2012-01-01	193
Total of all active and inactive participants	2012-01-01	1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,135
Number of participants with account balances	2012-01-01	826
2011: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	940
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	186
Total of all active and inactive participants	2011-01-01	1,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,126
Number of participants with account balances	2011-01-01	825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,001
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	853
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	152
Total of all active and inactive participants	2009-01-01	1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	1,008
Number of participants with account balances	2009-01-01	788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	14

Financial Data on STA-HOME HEALTH AGENCY, INC. 401(K) PLAN

Measure	Date	Value
2016 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,428,402
Total of all expenses incurred	2016-12-31	$2,891,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,804,876
Value of total corrective distributions	2016-12-31	$24,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,725,181
Value of total assets at end of year	2016-12-31	$29,365,041
Value of total assets at beginning of year	2016-12-31	$28,828,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$62,123
Total interest from all sources	2016-12-31	$39,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,712,562
Participant contributions at end of year	2016-12-31	$602,055
Participant contributions at beginning of year	2016-12-31	$650,829
Participant contributions at beginning of year	2016-12-31	$50
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,619
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$5,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,507
Other income not declared elsewhere	2016-12-31	$7,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$536,854
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,365,041
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,828,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$14,932
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$26,783,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$26,175,712
Interest on participant loans	2016-12-31	$24,761
Interest earned on other investments	2016-12-31	$14,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,973,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,000,089
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,656,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,804,876
Contract administrator fees	2016-12-31	$47,191
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRANTHAM POOLE, CPA'S
Accountancy firm EIN	2016-12-31	640903390
2015 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,598,000
Total of all expenses incurred	2015-12-31	$2,212,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,138,551
Value of total corrective distributions	2015-12-31	$20,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,026,454
Value of total assets at end of year	2015-12-31	$28,828,187
Value of total assets at beginning of year	2015-12-31	$29,442,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$52,996
Total interest from all sources	2015-12-31	$36,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$28,556
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,871,964
Participant contributions at end of year	2015-12-31	$650,829
Participant contributions at beginning of year	2015-12-31	$595,089
Participant contributions at end of year	2015-12-31	$50
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$154,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,507
Other income not declared elsewhere	2015-12-31	$4,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-614,538
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,828,187
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,442,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$11,363
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$26,175,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$26,832,951
Interest on participant loans	2015-12-31	$26,117
Interest earned on other investments	2015-12-31	$10,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,000,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,014,685
Net investment gain/loss from pooled separate accounts	2015-12-31	$-469,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,138,551
Contract administrator fees	2015-12-31	$13,077
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANTHAM POOLE, CPA'S
Accountancy firm EIN	2015-12-31	640903390
2014 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,026,853
Total of all expenses incurred	2014-12-31	$1,967,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,720,611
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,353
Value of total corrective distributions	2014-12-31	$15,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,581,650
Value of total assets at end of year	2014-12-31	$29,442,725
Value of total assets at beginning of year	2014-12-31	$28,382,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$229,935
Total interest from all sources	2014-12-31	$26,697
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$255,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$255,991
Administrative expenses professional fees incurred	2014-12-31	$59,966
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,557,215
Participant contributions at end of year	2014-12-31	$595,089
Participant contributions at beginning of year	2014-12-31	$539,840
Participant contributions at beginning of year	2014-12-31	$72,807
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$24,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$7,715
Other income not declared elsewhere	2014-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,059,780
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$29,442,725
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$28,382,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,832,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$26,887,299
Interest on participant loans	2014-12-31	$24,777
Interest earned on other investments	2014-12-31	$1,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,014,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$846,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,063,390
Net investment gain/loss from pooled separate accounts	2014-12-31	$98,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at beginning of year	2014-12-31	$29,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,720,611
Contract administrator fees	2014-12-31	$169,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRANTHAM POOLE, CPA'S
Accountancy firm EIN	2014-12-31	640903390
2013 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$6,050,978
Total of all expenses incurred	2013-12-31	$1,497,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,205,023
Expenses. Certain deemed distributions of participant loans	2013-12-31	$13,311
Value of total corrective distributions	2013-12-31	$18,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,134,988
Value of total assets at end of year	2013-12-31	$28,382,945
Value of total assets at beginning of year	2013-12-31	$23,829,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$260,626
Total interest from all sources	2013-12-31	$18,107
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$390,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$390,405
Administrative expenses professional fees incurred	2013-12-31	$77,584
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,489,974
Participant contributions at end of year	2013-12-31	$539,840
Participant contributions at beginning of year	2013-12-31	$387,262
Participant contributions at end of year	2013-12-31	$72,807
Participant contributions at beginning of year	2013-12-31	$50,337
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$19,564
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$7,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,553,022
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$28,382,945
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,829,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$26,887,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,573,950
Interest on participant loans	2013-12-31	$18,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$846,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$796,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,507,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$625,450
Employer contributions (assets) at end of year	2013-12-31	$29,173
Employer contributions (assets) at beginning of year	2013-12-31	$22,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,205,023
Contract administrator fees	2013-12-31	$183,042
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANTHAM POOLE, CPA'S
Accountancy firm EIN	2013-12-31	640903390
2012 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$4,584,896
Total of all expenses incurred	2012-12-31	$1,289,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,005,271
Expenses. Certain deemed distributions of participant loans	2012-12-31	$46,633
Value of total corrective distributions	2012-12-31	$10,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,169,394
Value of total assets at end of year	2012-12-31	$23,829,923
Value of total assets at beginning of year	2012-12-31	$20,534,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$227,279
Total interest from all sources	2012-12-31	$42,396
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$391,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$391,363
Administrative expenses professional fees incurred	2012-12-31	$73,942
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,509,478
Participant contributions at end of year	2012-12-31	$387,262
Participant contributions at beginning of year	2012-12-31	$409,656
Participant contributions at end of year	2012-12-31	$50,337
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,418
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$6
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,295,563
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,829,923
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,534,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$22,573,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$19,375,127
Interest on participant loans	2012-12-31	$17,334
Interest earned on other investments	2012-12-31	$24,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$796,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$749,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,981,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$646,498
Employer contributions (assets) at end of year	2012-12-31	$22,330
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,005,271
Contract administrator fees	2012-12-31	$153,337
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANTHAM POOLE, CPA'S
Accountancy firm EIN	2012-12-31	640903390
2011 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$30,953
Total income from all sources (including contributions)	2011-12-31	$2,991,589
Total of all expenses incurred	2011-12-31	$1,011,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$727,418
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,114
Value of total corrective distributions	2011-12-31	$32,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,128,428
Value of total assets at end of year	2011-12-31	$20,534,360
Value of total assets at beginning of year	2011-12-31	$18,584,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$240,119
Total interest from all sources	2011-12-31	$36,979
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$464,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$464,800
Administrative expenses professional fees incurred	2011-12-31	$94,796
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,566,224
Participant contributions at end of year	2011-12-31	$409,656
Participant contributions at beginning of year	2011-12-31	$368,876
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$902,874
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$1,980,504
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,534,360
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,553,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,375,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,874,216
Interest on participant loans	2011-12-31	$18,702
Interest earned on other investments	2011-12-31	$18,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$749,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$341,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-638,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$659,330
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$727,418
Contract administrator fees	2011-12-31	$145,323
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$30,953
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANTHAM POOLE, CPA S
Accountancy firm EIN	2011-12-31	640903390
2010 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$30,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,451
Total income from all sources (including contributions)	2010-12-31	$4,032,858
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,076,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$872,591
Expenses. Certain deemed distributions of participant loans	2010-12-31	$35,187
Value of total corrective distributions	2010-12-31	$15,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,407,097
Value of total assets at end of year	2010-12-31	$18,584,809
Value of total assets at beginning of year	2010-12-31	$15,598,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$153,477
Total interest from all sources	2010-12-31	$31,755
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$292,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$292,023
Administrative expenses professional fees incurred	2010-12-31	$95,518
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,628,713
Participant contributions at end of year	2010-12-31	$368,876
Participant contributions at beginning of year	2010-12-31	$343,048
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$498
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$86,049
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,451
Other income not declared elsewhere	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$2,373
Value of net income/loss	2010-12-31	$2,956,525
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,553,856
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,597,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,874,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,892,331
Interest on participant loans	2010-12-31	$21,463
Interest earned on other investments	2010-12-31	$10,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$341,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$361,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,301,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$689,962
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$1,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$872,591
Contract administrator fees	2010-12-31	$57,959
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$30,953
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANTHAM POOLE, CPA S
Accountancy firm EIN	2010-12-31	640903390
2009 : STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STA-HOME HEALTH AGENCY, INC. 401(K) PLAN

2016: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STA-HOME HEALTH AGENCY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37521

Policy instance

Insurance contract or identification number	G37521
Number of Individuals Covered	897
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $65,953
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $65,953
Insurance broker organization code?	3
Insurance broker name	PINNACLE INSURANCE AGENCY LLC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G37521

Policy instance

Insurance contract or identification number	G37521
Number of Individuals Covered	781
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $100,597
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $100,597
Insurance broker organization code?	7
Insurance broker name	PINNACLE INSURANCE AGENCY LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-SL68

Policy instance

Insurance contract or identification number	GAP-B2-SL68
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,089
Total amount of fees paid to insurance company	USD $522
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,499
Amount paid for insurance broker fees	522
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	7
Insurance broker name	PINNACLE INSURANCE AGENCY LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-SL68

Policy instance

Insurance contract or identification number	GAP-B2-SL68
Number of Individuals Covered	45
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,373
Total amount of fees paid to insurance company	USD $593
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,373
Insurance broker organization code?	7
Amount paid for insurance broker fees	593
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSES
Insurance broker name	FOX EVERETT, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-SL68

Policy instance

Insurance contract or identification number	GAP-B2-SL68
Number of Individuals Covered	45
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,288
Total amount of fees paid to insurance company	USD $572
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,288
Insurance broker organization code?	7
Amount paid for insurance broker fees	572
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSES
Insurance broker name	FOX EVERETT, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-SL68

Policy instance

Insurance contract or identification number	GAP-B2-SL68
Number of Individuals Covered	44
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,912
Total amount of fees paid to insurance company	USD $478
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-SL68

Policy instance

Insurance contract or identification number	GAP-B2-SL68
Number of Individuals Covered	37
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,260
Total amount of fees paid to insurance company	USD $565
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

STA-HOME HEALTH & HOSPICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 208405388]

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Company Name:	STA-HOME HEALTH AGENCY OF JACKSON, INC.
Employer identification number (EIN):	640867171
NAIC Classification:	621610
NAIC Description:	Home Health Care Services