401k Plan data: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST plan

APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

APPLE HOMECARE MEDICAL SUPPLY has sponsored the creation of one or more 401k plans.

Company Name: APPLE HOMECARE MEDICAL SUPPLY

Employer identification number (EIN): 752949402

NAIC Classification: 339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN BRUCE 2023-10-15
001 2022-01-01 BRIAN BRUCE 2023-12-31
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PILAR SHANKLE 2018-10-15
001 2017-01-01
001 2016-01-01 PILAR SHANKLE 2017-06-29
001 2015-01-01 PILAR SHANKLE 2016-07-13
001 2014-01-01 STEVE SHANKLE 2015-07-06
001 2013-01-01 PILAR SHANKLE 2014-06-27
001 2012-01-01 APPLE HOMECARE MEDICAL SUPPLY 2013-07-08
001 2011-01-01 APPLE HOMECARE MEDICAL SUPPLY 2012-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRIAN BRUCE	2023-10-15
001	2022-01-01	BRIAN BRUCE	2023-12-31
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PILAR SHANKLE	2018-10-15
001	2017-01-01
001	2016-01-01	PILAR SHANKLE	2017-06-29
001	2015-01-01	PILAR SHANKLE	2016-07-13
001	2014-01-01	STEVE SHANKLE	2015-07-06
001	2013-01-01	PILAR SHANKLE	2014-06-27
001	2012-01-01	APPLE HOMECARE MEDICAL SUPPLY	2013-07-08
001	2011-01-01	APPLE HOMECARE MEDICAL SUPPLY	2012-07-13

Plan Statistics for APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 135
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 117
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 140
Total of all active and inactive participants 2021-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 260
Number of participants with account balances 2021-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 40
2020: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 80
Total of all active and inactive participants 2020-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 235
Number of participants with account balances 2020-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 23
2019: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 153
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 99
Total of all active and inactive participants 2019-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 252
Number of participants with account balances 2019-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 36
2018: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 147
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 93
Total of all active and inactive participants 2018-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 240
Number of participants with account balances 2018-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 48
2017: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 58
Total of all active and inactive participants 2017-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 184
Number of participants with account balances 2017-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 22

Measure	Date	Value
2022: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	135
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	117
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	140
Total of all active and inactive participants	2021-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	260
Number of participants with account balances	2021-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	40
2020: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	80
Total of all active and inactive participants	2020-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	235
Number of participants with account balances	2020-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	23
2019: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	153
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	99
Total of all active and inactive participants	2019-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	252
Number of participants with account balances	2019-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	36
2018: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	147
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	93
Total of all active and inactive participants	2018-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	240
Number of participants with account balances	2018-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	48
2017: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	58
Total of all active and inactive participants	2017-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	184
Number of participants with account balances	2017-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	22

Financial Data on APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-101,990
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$346,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$335,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$350,450
Value of total assets at end of year	2022-12-31	$2,377,631
Value of total assets at beginning of year	2022-12-31	$2,826,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,157
Total interest from all sources	2022-12-31	$4,627
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$113,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$113,554
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$221,233
Participant contributions at end of year	2022-12-31	$82,390
Participant contributions at beginning of year	2022-12-31	$90,948
Participant contributions at end of year	2022-12-31	$7,137
Participant contributions at beginning of year	2022-12-31	$4,975
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$86,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$8,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,717
Total non interest bearing cash at end of year	2022-12-31	$11,475
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-448,785
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,377,631
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,826,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,978,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,532,180
Interest on participant loans	2022-12-31	$4,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$206,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$190,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$190,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-570,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$129,217
Employer contributions (assets) at end of year	2022-12-31	$4,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$335,638
Contract administrator fees	2022-12-31	$11,157
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	HOWARD LLC
Accountancy firm EIN	2022-12-31	202257536
2021 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,088
Total income from all sources (including contributions)	2021-12-31	$690,549
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$297,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$274,067
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$387,645
Value of total assets at end of year	2021-12-31	$2,840,143
Value of total assets at beginning of year	2021-12-31	$2,456,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,741
Total interest from all sources	2021-12-31	$5,855
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$167,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$167,335
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$242,373
Participant contributions at end of year	2021-12-31	$100,703
Participant contributions at beginning of year	2021-12-31	$118,395
Participant contributions at end of year	2021-12-31	$8,152
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$190,147
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$8,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$86,473
Other income not declared elsewhere	2021-12-31	$5,291
Administrative expenses (other) incurred	2021-12-31	$4,868
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$104,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$392,762
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,840,143
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,447,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,532,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,054,023
Interest on participant loans	2021-12-31	$5,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$179,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$179,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$124,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$145,272
Employer contributions (assets) at end of year	2021-12-31	$4,975
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$274,067
Contract administrator fees	2021-12-31	$10,741
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$9,088
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HOWARD LLC
Accountancy firm EIN	2021-12-31	202257536
2020 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$773,250
Total of all expenses incurred	2020-12-31	$178,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$176,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$439,013
Value of total assets at end of year	2020-12-31	$2,353,868
Value of total assets at beginning of year	2020-12-31	$1,758,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,875
Total interest from all sources	2020-12-31	$7,651
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$81,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$81,691
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,211,281
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$260,126
Participant contributions at end of year	2020-12-31	$95,502
Participant contributions at beginning of year	2020-12-31	$38,367
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$277
Total non interest bearing cash at beginning of year	2020-12-31	$377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$595,204
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,353,868
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,758,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,258,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,719,643
Interest on participant loans	2020-12-31	$7,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$244,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$169,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$176,171
Contract administrator fees	2020-12-31	$1,875
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
2019 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$664,453
Total income from all sources (including contributions)	2019-12-31	$664,453
Total of all expenses incurred	2019-12-31	$131,864
Total of all expenses incurred	2019-12-31	$131,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,977
Value of total assets at end of year	2019-12-31	$1,758,664
Value of total assets at end of year	2019-12-31	$1,758,664
Value of total assets at beginning of year	2019-12-31	$1,226,075
Value of total assets at beginning of year	2019-12-31	$1,226,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,700
Total interest from all sources	2019-12-31	$2,540
Total interest from all sources	2019-12-31	$2,540
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$42,689
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$42,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$42,689
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$42,689
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,211,281
Value of fidelity bond cover	2019-12-31	$1,211,281
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$222,301
Contributions received from participants	2019-12-31	$222,301
Participant contributions at end of year	2019-12-31	$38,367
Participant contributions at end of year	2019-12-31	$38,367
Participant contributions at beginning of year	2019-12-31	$42,550
Participant contributions at beginning of year	2019-12-31	$42,550
Participant contributions at beginning of year	2019-12-31	$41
Participant contributions at beginning of year	2019-12-31	$41
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$277
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$277
Total non interest bearing cash at end of year	2019-12-31	$377
Total non interest bearing cash at end of year	2019-12-31	$377
Total non interest bearing cash at beginning of year	2019-12-31	$17,515
Total non interest bearing cash at beginning of year	2019-12-31	$17,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$532,589
Value of net income/loss	2019-12-31	$532,589
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,758,664
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,758,664
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,226,075
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,226,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,719,643
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,719,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,165,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,165,889
Interest on participant loans	2019-12-31	$2,540
Interest on participant loans	2019-12-31	$2,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$243,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$243,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$153,676
Contributions received in cash from employer	2019-12-31	$153,676
Employer contributions (assets) at beginning of year	2019-12-31	$80
Employer contributions (assets) at beginning of year	2019-12-31	$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,164
Contract administrator fees	2019-12-31	$2,700
Contract administrator fees	2019-12-31	$2,700
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOWARD LLC
Accountancy firm name	2019-12-31	HOWARD LLC
Accountancy firm EIN	2019-12-31	202257536
Accountancy firm EIN	2019-12-31	202257536
2018 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$303,154
Total of all expenses incurred	2018-12-31	$288,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$285,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$361,334
Value of total assets at end of year	2018-12-31	$1,226,075
Value of total assets at beginning of year	2018-12-31	$1,211,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,400
Total interest from all sources	2018-12-31	$2,180
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$81,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$81,608
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,211,281
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$214,451
Participant contributions at end of year	2018-12-31	$42,550
Participant contributions at beginning of year	2018-12-31	$19,084
Participant contributions at end of year	2018-12-31	$41
Participant contributions at beginning of year	2018-12-31	$7,060
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$14,794
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,226,075
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,211,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,165,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,179,589
Interest on participant loans	2018-12-31	$1,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$17,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-141,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$135,358
Employer contributions (assets) at end of year	2018-12-31	$80
Employer contributions (assets) at beginning of year	2018-12-31	$4,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$285,960
Contract administrator fees	2018-12-31	$2,400
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOWARD LLC
Accountancy firm EIN	2018-12-31	202257536
2017 : APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$417,259
Total of all expenses incurred	2017-12-31	$77,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$72,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$276,197
Value of total assets at end of year	2017-12-31	$1,211,281
Value of total assets at beginning of year	2017-12-31	$871,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,601
Total interest from all sources	2017-12-31	$669
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$67,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$67,430
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$87,116
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$164,382
Participant contributions at end of year	2017-12-31	$19,084
Participant contributions at beginning of year	2017-12-31	$24,226
Participant contributions at end of year	2017-12-31	$7,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$340,119
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,211,281
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$871,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,179,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$844,186
Interest on participant loans	2017-12-31	$623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$72,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$111,815
Employer contributions (assets) at end of year	2017-12-31	$4,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$72,539
Contract administrator fees	2017-12-31	$4,601
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	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOWARD, LLP
Accountancy firm EIN	2017-12-31	202257536

Form 5500 Responses for APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST

2022: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: APPLE HOMECARE MEDICAL SUPPLY, 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	APPLE HOMECARE MEDICAL SUPPLY
Employer identification number (EIN):	752949402
NAIC Classification:	339110