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HOFFMANN HOSPICE 403(B) PLAN 401k Plan overview

Plan NameHOFFMANN HOSPICE 403(B) PLAN
Plan identification number 001

HOFFMANN HOSPICE 403(B) PLAN Benefits

401k Plan TypeDefined 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

HOFFMANN HOSPICE OF THE VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOFFMANN HOSPICE OF THE VALLEY, INC.
Employer identification number (EIN):770386207
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOFFMANN HOSPICE OF THE VALLEY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1994-09-15
Company Identification Number: C1912763
Legal Registered Office Address: 8501 Brimhall Road Bldg 100

Bakersfield
United States of America (USA)
93312

More information about HOFFMANN HOSPICE OF THE VALLEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOFFMANN HOSPICE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JINGER RANALLO
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01DON LEONARD
0012012-01-01BETH HOFFMANN
0012011-01-01BETH HOFFMANN
0012009-01-01BETH HOFFMAN

Plan Statistics for HOFFMANN HOSPICE 403(B) PLAN

401k plan membership statisitcs for HOFFMANN HOSPICE 403(B) PLAN

Measure Date Value
2022: HOFFMANN HOSPICE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01273
Number of participants with account balances2022-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOFFMANN HOSPICE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01267
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOFFMANN HOSPICE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOFFMANN HOSPICE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOFFMANN HOSPICE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOFFMANN HOSPICE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01207
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOFFMANN HOSPICE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOFFMANN HOSPICE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01116
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01242
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOFFMANN HOSPICE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOFFMANN HOSPICE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01209
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOFFMANN HOSPICE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOFFMANN HOSPICE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOFFMANN HOSPICE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOFFMANN HOSPICE 403(B) PLAN

Measure Date Value
2022 : HOFFMANN HOSPICE 403(B) PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$526
Total income from all sources (including contributions)2022-12-31$-90,163
Total of all expenses incurred2022-12-31$481,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$477,280
Value of total corrective distributions2022-12-31$3,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$703,446
Value of total assets at end of year2022-12-31$4,812,353
Value of total assets at beginning of year2022-12-31$5,384,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$450
Total interest from all sources2022-12-31$9,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$448,844
Participant contributions at end of year2022-12-31$20,680
Participant contributions at beginning of year2022-12-31$62,489
Participant contributions at beginning of year2022-12-31$14,114
Assets. Other investments not covered elsewhere at end of year2022-12-31$242,129
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$289,347
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-571,547
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,812,353
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,383,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,606,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,225,802
Interest on participant loans2022-12-31$1,080
Interest earned on other investments2022-12-31$8,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$743,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$598,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-802,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,151
Employer contributions (assets) at end of year2022-12-31$200,151
Employer contributions (assets) at beginning of year2022-12-31$194,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$477,280
Contract administrator fees2022-12-31$450
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2022-12-31953109182
2021 : HOFFMANN HOSPICE 403(B) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$526
Total income from all sources (including contributions)2021-12-31$1,200,511
Total of all expenses incurred2021-12-31$769,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$765,983
Value of total corrective distributions2021-12-31$2,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$639,416
Value of total assets at end of year2021-12-31$5,384,426
Value of total assets at beginning of year2021-12-31$4,952,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$450
Total interest from all sources2021-12-31$8,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$436,853
Participant contributions at end of year2021-12-31$62,489
Participant contributions at beginning of year2021-12-31$13,660
Participant contributions at end of year2021-12-31$14,114
Assets. Other investments not covered elsewhere at end of year2021-12-31$289,347
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$698,216
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$431,334
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,383,900
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,952,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,225,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,537,116
Interest on participant loans2021-12-31$707
Interest earned on other investments2021-12-31$7,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$598,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$518,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$552,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$194,618
Employer contributions (assets) at end of year2021-12-31$194,618
Employer contributions (assets) at beginning of year2021-12-31$185,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$765,983
Contract administrator fees2021-12-31$450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2021-12-31953109182
2020 : HOFFMANN HOSPICE 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,145,006
Total of all expenses incurred2020-12-31$212,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$211,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$613,213
Value of total assets at end of year2020-12-31$4,952,566
Value of total assets at beginning of year2020-12-31$4,019,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$440
Total interest from all sources2020-12-31$9,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$409,053
Participant contributions at end of year2020-12-31$13,660
Participant contributions at beginning of year2020-12-31$43,286
Participant contributions at beginning of year2020-12-31$16,173
Assets. Other investments not covered elsewhere at end of year2020-12-31$698,216
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$655,256
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$932,600
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,952,566
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,019,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,537,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,660,314
Interest on participant loans2020-12-31$679
Interest earned on other investments2020-12-31$8,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$518,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$456,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$522,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$185,099
Employer contributions (assets) at end of year2020-12-31$185,098
Employer contributions (assets) at beginning of year2020-12-31$188,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$211,966
Contract administrator fees2020-12-31$440
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2020-12-31953109182
2019 : HOFFMANN HOSPICE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,179,493
Total income from all sources (including contributions)2019-12-31$1,179,493
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$411,224
Total of all expenses incurred2019-12-31$411,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,174
Value of total corrective distributions2019-12-31$741
Value of total corrective distributions2019-12-31$741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$632,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$632,953
Value of total assets at end of year2019-12-31$4,019,966
Value of total assets at end of year2019-12-31$4,019,966
Value of total assets at beginning of year2019-12-31$3,251,697
Value of total assets at beginning of year2019-12-31$3,251,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,309
Total interest from all sources2019-12-31$13,702
Total interest from all sources2019-12-31$13,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,492
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,492
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,492
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$416,193
Contributions received from participants2019-12-31$416,193
Participant contributions at end of year2019-12-31$43,286
Participant contributions at end of year2019-12-31$43,286
Participant contributions at beginning of year2019-12-31$45,952
Participant contributions at beginning of year2019-12-31$45,952
Participant contributions at end of year2019-12-31$16,173
Participant contributions at end of year2019-12-31$16,173
Participant contributions at beginning of year2019-12-31$24,346
Participant contributions at beginning of year2019-12-31$24,346
Assets. Other investments not covered elsewhere at end of year2019-12-31$655,256
Assets. Other investments not covered elsewhere at end of year2019-12-31$655,256
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$550,169
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$550,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,450
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$768,269
Value of net income/loss2019-12-31$768,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,019,966
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,019,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,251,697
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,251,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,660,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,660,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,909,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,909,257
Interest on participant loans2019-12-31$1,414
Interest on participant loans2019-12-31$1,414
Interest earned on other investments2019-12-31$12,288
Interest earned on other investments2019-12-31$12,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$456,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$456,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$577,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$577,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$531,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$531,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$188,310
Contributions received in cash from employer2019-12-31$188,310
Employer contributions (assets) at end of year2019-12-31$188,310
Employer contributions (assets) at end of year2019-12-31$188,310
Employer contributions (assets) at beginning of year2019-12-31$144,320
Employer contributions (assets) at beginning of year2019-12-31$144,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,174
Contract administrator fees2019-12-31$23,309
Contract administrator fees2019-12-31$23,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm name2019-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2019-12-31953109182
Accountancy firm EIN2019-12-31953109182
2018 : HOFFMANN HOSPICE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$321,145
Total of all expenses incurred2018-12-31$414,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$372,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$494,974
Value of total assets at end of year2018-12-31$3,251,697
Value of total assets at beginning of year2018-12-31$3,344,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,357
Total interest from all sources2018-12-31$14,317
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$60,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$60,743
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$350,654
Participant contributions at end of year2018-12-31$45,952
Participant contributions at beginning of year2018-12-31$63,950
Participant contributions at end of year2018-12-31$24,346
Participant contributions at beginning of year2018-12-31$11,029
Assets. Other investments not covered elsewhere at end of year2018-12-31$550,169
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$633,280
Other income not declared elsewhere2018-12-31$-66,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-93,048
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,251,697
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,344,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,909,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,004,665
Interest on participant loans2018-12-31$2,418
Interest earned on other investments2018-12-31$11,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$577,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$498,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-182,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$144,320
Employer contributions (assets) at end of year2018-12-31$144,320
Employer contributions (assets) at beginning of year2018-12-31$133,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$372,836
Contract administrator fees2018-12-31$41,357
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2018-12-31953109182
2017 : HOFFMANN HOSPICE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$873,715
Total of all expenses incurred2017-12-31$455,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$414,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$466,538
Value of total assets at end of year2017-12-31$3,344,745
Value of total assets at beginning of year2017-12-31$2,926,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,174
Total interest from all sources2017-12-31$13,346
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$51,025
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$333,429
Participant contributions at end of year2017-12-31$63,950
Participant contributions at beginning of year2017-12-31$79,567
Participant contributions at end of year2017-12-31$11,029
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$633,280
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$570,855
Other income not declared elsewhere2017-12-31$73,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$417,951
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,344,745
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,926,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,004,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,824,542
Interest on participant loans2017-12-31$4,301
Interest earned on other investments2017-12-31$9,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$498,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$451,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$269,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,109
Employer contributions (assets) at end of year2017-12-31$133,090
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$414,590
Contract administrator fees2017-12-31$41,174
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN ARMSTRONG ACCOUNTANCY CORP
Accountancy firm EIN2017-12-31953109182
2016 : HOFFMANN HOSPICE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$632,522
Total of all expenses incurred2016-12-31$264,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,248
Expenses. Certain deemed distributions of participant loans2016-12-31$2,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$459,766
Value of total assets at end of year2016-12-31$2,926,794
Value of total assets at beginning of year2016-12-31$2,559,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,219
Total interest from all sources2016-12-31$11,671
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$41,414
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$306,863
Participant contributions at end of year2016-12-31$79,567
Participant contributions at beginning of year2016-12-31$61,165
Assets. Other investments not covered elsewhere at end of year2016-12-31$570,855
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$531,849
Other income not declared elsewhere2016-12-31$42,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$367,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,926,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,559,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,824,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,401,294
Interest on participant loans2016-12-31$4,109
Interest earned on other investments2016-12-31$7,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$451,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$432,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$152,903
Employer contributions (assets) at beginning of year2016-12-31$132,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,248
Contract administrator fees2016-12-31$33,219
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILLIAMS ADAMS & COMPANY, CPAS
Accountancy firm EIN2016-12-31463186931
2015 : HOFFMANN HOSPICE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$373,792
Total of all expenses incurred2015-12-31$242,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$219,996
Expenses. Certain deemed distributions of participant loans2015-12-31$9,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$427,456
Value of total assets at end of year2015-12-31$2,556,645
Value of total assets at beginning of year2015-12-31$2,425,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,499
Total interest from all sources2015-12-31$1,939
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$52,667
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$297,618
Participant contributions at end of year2015-12-31$61,165
Participant contributions at beginning of year2015-12-31$45,138
Assets. Other investments not covered elsewhere at end of year2015-12-31$531,849
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$553,630
Other income not declared elsewhere2015-12-31$-23,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$131,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,556,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,425,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,402,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,728,459
Interest on participant loans2015-12-31$1,939
Interest earned on other investments2015-12-31$4,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$431,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-32,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$129,838
Employer contributions (assets) at end of year2015-12-31$129,838
Employer contributions (assets) at beginning of year2015-12-31$61,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$219,996
Contract administrator fees2015-12-31$22,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAMS ADAMS & COMPANY, CPAS
Accountancy firm EIN2015-12-31463186931
2014 : HOFFMANN HOSPICE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$603,547
Total of all expenses incurred2014-12-31$223,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$222,677
Expenses. Certain deemed distributions of participant loans2014-12-31$5,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$559,633
Value of total assets at end of year2014-12-31$2,423,310
Value of total assets at beginning of year2014-12-31$2,043,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$600
Total interest from all sources2014-12-31$1,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$316,407
Participant contributions at end of year2014-12-31$45,138
Participant contributions at beginning of year2014-12-31$41,122
Assets. Other investments not covered elsewhere at end of year2014-12-31$553,630
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$594,409
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,655
Other income not declared elsewhere2014-12-31$17,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$380,270
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,423,310
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,043,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,728,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,313,335
Interest on participant loans2014-12-31$1,347
Interest earned on other investments2014-12-31$358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$34,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$239,571
Employer contributions (assets) at end of year2014-12-31$59,290
Employer contributions (assets) at beginning of year2014-12-31$59,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$222,677
Contract administrator fees2014-12-31$600
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILLIAMS ADAMS & COMPANY, CPAS
Accountancy firm EIN2014-12-31463186931
2013 : HOFFMANN HOSPICE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$96,605
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$191,287
Expenses. Certain deemed distributions of participant loans2013-12-31$8,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$592,471
Value of total assets at end of year2013-12-31$1,376,861
Value of total assets at beginning of year2013-12-31$1,489,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,780
Total interest from all sources2013-12-31$971
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$249,213
Participant contributions at end of year2013-12-31$28,643
Participant contributions at beginning of year2013-12-31$33,292
Participant contributions at beginning of year2013-12-31$8,087
Assets. Other investments not covered elsewhere at end of year2013-12-31$594,409
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-112,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,376,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,489,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,348,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,332,598
Interest on participant loans2013-12-31$971
Interest earned on other investments2013-12-31$229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$34,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-496,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$333,189
Employer contributions (assets) at end of year2013-12-31$59,290
Employer contributions (assets) at beginning of year2013-12-31$91,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$191,287
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILLIAMS ADAMS & COMPANY, CPAS
Accountancy firm EIN2013-12-31463186931
2012 : HOFFMANN HOSPICE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$354,474
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$106,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$104,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$445,294
Value of total assets at end of year2012-12-31$1,367,054
Value of total assets at beginning of year2012-12-31$1,118,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,260
Total interest from all sources2012-12-31$319
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$218,264
Participant contributions at end of year2012-12-31$37,204
Participant contributions at beginning of year2012-12-31$10,638
Participant contributions at end of year2012-12-31$8,087
Participant contributions at beginning of year2012-12-31$38,741
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$248,321
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,367,054
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,118,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,329,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,057,848
Interest on participant loans2012-12-31$319
Interest earned on other investments2012-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$124,988
Net investment gain/loss from pooled separate accounts2012-12-31$-91,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$224,347
Employer contributions (assets) at end of year2012-12-31$91,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$104,893
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS BROWN PARSONS & COMPANY
Accountancy firm EIN2012-12-31270095060
2011 : HOFFMANN HOSPICE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$442,306
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$18,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$502,139
Value of total assets at end of year2011-12-31$1,118,733
Value of total assets at beginning of year2011-12-31$694,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,153
Total interest from all sources2011-12-31$484
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$234,363
Participant contributions at end of year2011-12-31$10,638
Participant contributions at beginning of year2011-12-31$1,458
Participant contributions at end of year2011-12-31$38,741
Participant contributions at beginning of year2011-12-31$10,525
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$424,115
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,118,733
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$694,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,057,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$682,636
Interest on participant loans2011-12-31$472
Interest earned on other investments2011-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,506
Net investment gain/loss from pooled separate accounts2011-12-31$-60,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$257,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,038
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS BROWN PARSONS & COMPANY
Accountancy firm EIN2011-12-31270095060
2010 : HOFFMANN HOSPICE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$214,668
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$129,656
Value of total assets at end of year2010-12-31$708,380
Value of total assets at beginning of year2010-12-31$504,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$71,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$129,656
Participant contributions at end of year2010-12-31$4,658
Participant contributions at beginning of year2010-12-31$5,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$203,797
Value of net assets at end of year (total assets less liabilities)2010-12-31$708,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$504,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$703,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$498,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$85,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,871
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
2009 : HOFFMANN HOSPICE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOFFMANN HOSPICE 403(B) PLAN

2022: HOFFMANN HOSPICE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOFFMANN HOSPICE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOFFMANN HOSPICE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOFFMANN HOSPICE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOFFMANN HOSPICE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOFFMANN HOSPICE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOFFMANN HOSPICE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOFFMANN HOSPICE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOFFMANN HOSPICE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOFFMANN HOSPICE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOFFMANN HOSPICE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOFFMANN HOSPICE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOFFMANN HOSPICE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $97
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LM4D
Policy instance 1
Insurance contract or identification numberGAP-B2-LM4D
Number of Individuals Covered178
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,794
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $2,794
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $923
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LM4D
Policy instance 1
Insurance contract or identification numberGAP-B2-LM4D
Number of Individuals Covered177
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,354
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $2,354
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LM4D
Policy instance 1
Insurance contract or identification numberGAP-B2-LM4D
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,945
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $1,945
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $991
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $825
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894065+007
Policy instance 3
Insurance contract or identification number894065+007
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-15
Total amount of commissions paid to insurance brokerUSD $2,172
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $2,172
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-LM4D
Policy instance 2
Insurance contract or identification numberGAP-B2-LM4D
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $857
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $857
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 1
Insurance contract or identification number18988940
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,228
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $978
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894065+007
Policy instance 1
Insurance contract or identification number894065+007
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,497
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $3,497
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,294
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,291
Insurance broker organization code?3
Insurance broker namePAM SMITH
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberHOFF-001
Policy instance 3
Insurance contract or identification numberHOFF-001
Number of Individuals Covered193
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,071
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $2,071
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,193
Insurance broker organization code?3
Insurance broker nameTRAVIS CHANEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 1
Insurance contract or identification numberGAP-B2-DK1T
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $90
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $90
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 1
Insurance contract or identification numberGAP-B2-DK1T
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $335
Total amount of fees paid to insurance companyUSD $0
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
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered33
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,207
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 2
Insurance contract or identification numberGAP-B2-DK1T
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $335
Total amount of fees paid to insurance companyUSD $0
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 BrokerUSD $335
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 1
Insurance contract or identification number18988940
Number of Individuals Covered33
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,207
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,159
Insurance broker organization code?3
Insurance broker nameTRAVIS CHANEY
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,126
Insurance broker organization code?3
Insurance broker namePAMELA SMITH
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 1
Insurance contract or identification numberGAP-B2-DK1T
Number of Individuals Covered170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $182
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $274
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 1
Insurance contract or identification numberGAP-B2-DK1T
Number of Individuals Covered88
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $182
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 2
Insurance contract or identification number18988940
Number of Individuals Covered37
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,358
Insurance broker organization code?3
Insurance broker namePAMEAL SMITH
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number18988940
Policy instance 1
Insurance contract or identification number18988940
Number of Individuals Covered42
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DK1T
Policy instance 2
Insurance contract or identification numberGAP-B2-DK1T
Number of Individuals Covered84
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $62
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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