401k Plan data: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST plan

EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST
Plan identification number	002

EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVA CARE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: EVA CARE GROUP, LLC

Employer identification number (EIN): 954875509

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about EVA CARE GROUP, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200119710076

More information about EVA CARE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-04-01

Plan Statistics for EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST

Measure Date Value
2022: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 708
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 724
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 745
Number of participants with account balances 2022-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 689
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 695
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 724
Number of participants with account balances 2021-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 841
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 831
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 852
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 671
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 600
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 621
Number of participants with account balances 2019-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-04-01 661
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 672
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 7
Total of all active and inactive participants 2018-04-01 679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 679
Number of participants with account balances 2018-04-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 5

Measure	Date	Value
2022: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	708
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	724
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	745
Number of participants with account balances	2022-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	689
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	695
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	724
Number of participants with account balances	2021-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	841
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	831
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	852
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	671
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	600
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	621
Number of participants with account balances	2019-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-04-01	661
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	672
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	7
Total of all active and inactive participants	2018-04-01	679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	679
Number of participants with account balances	2018-04-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	5

Financial Data on EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST

Measure	Date	Value
2022 : EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$31,418
Total of all expenses incurred	2022-12-31	$183,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$168,722
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$482,270
Value of total assets at end of year	2022-12-31	$2,525,182
Value of total assets at beginning of year	2022-12-31	$2,677,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,600
Total interest from all sources	2022-12-31	$3,982
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$479,161
Participant contributions at end of year	2022-12-31	$73,990
Participant contributions at beginning of year	2022-12-31	$58,496
Participant contributions at end of year	2022-12-31	$357
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$21,587
Other income not declared elsewhere	2022-12-31	$1,834
Total non interest bearing cash at end of year	2022-12-31	$5,965
Total non interest bearing cash at beginning of year	2022-12-31	$4,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-151,904
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,525,182
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,677,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,444,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,592,872
Interest on participant loans	2022-12-31	$3,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-456,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,109
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$168,722
Contract administrator fees	2022-12-31	$14,600
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN	2022-12-31	950858589
2021 : EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$30,557
Total income from all sources (including contributions)	2021-12-31	$861,379
Total of all expenses incurred	2021-12-31	$209,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$193,262
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$531,450
Value of total assets at end of year	2021-12-31	$2,677,086
Value of total assets at beginning of year	2021-12-31	$2,055,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,792
Total interest from all sources	2021-12-31	$1,683
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$531,450
Participant contributions at end of year	2021-12-31	$58,496
Participant contributions at beginning of year	2021-12-31	$15,895
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$21,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$29,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$30,557
Other income not declared elsewhere	2021-12-31	$814
Total non interest bearing cash at end of year	2021-12-31	$4,131
Total non interest bearing cash at beginning of year	2021-12-31	$3,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$652,325
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,677,086
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,024,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,592,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,006,199
Interest on participant loans	2021-12-31	$1,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$327,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$193,262
Contract administrator fees	2021-12-31	$15,792
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN	2021-12-31	950858589
2020 : EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$30,557
Total income from all sources (including contributions)	2020-12-31	$866,715
Total of all expenses incurred	2020-12-31	$71,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$39,421
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$16,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$579,455
Value of total assets at end of year	2020-12-31	$2,055,318
Value of total assets at beginning of year	2020-12-31	$1,229,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,088
Total interest from all sources	2020-12-31	$696
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$569,959
Participant contributions at end of year	2020-12-31	$15,895
Participant contributions at beginning of year	2020-12-31	$12,262
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,496
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$29,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$25,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$30,557
Other income not declared elsewhere	2020-12-31	$2,747
Total non interest bearing cash at end of year	2020-12-31	$3,318
Total non interest bearing cash at beginning of year	2020-12-31	$571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$795,199
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,024,761
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,229,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,006,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,190,869
Interest on participant loans	2020-12-31	$696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$283,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$39,421
Contract administrator fees	2020-12-31	$16,088
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN	2020-12-31	950858589
2019 : EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$776,551
Total of all expenses incurred	2019-12-31	$97,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$83,677
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$597,437
Value of total assets at end of year	2019-12-31	$1,229,562
Value of total assets at beginning of year	2019-12-31	$550,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,420
Total interest from all sources	2019-12-31	$605
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$582,871
Participant contributions at end of year	2019-12-31	$12,262
Participant contributions at beginning of year	2019-12-31	$2,475
Participant contributions at end of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,616
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$25,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,253
Other income not declared elsewhere	2019-12-31	$571
Total non interest bearing cash at end of year	2019-12-31	$571
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$679,454
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,229,562
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$550,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,190,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$541,380
Interest on participant loans	2019-12-31	$605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$177,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$9,950
Employer contributions (assets) at end of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$83,677
Contract administrator fees	2019-12-31	$13,420
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUTCHINSON AND BLOODGOOD LLP
Accountancy firm EIN	2019-12-31	950858589
2018 : EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$555,156
Total of all expenses incurred	2018-12-31	$5,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$593,937
Value of total assets at end of year	2018-12-31	$550,108
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,819
Total interest from all sources	2018-12-31	$40
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$416,586
Participant contributions at end of year	2018-12-31	$2,475
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$24,269
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,253
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$550,108
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$550,108
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$541,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$40
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-38,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$153,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$229
Contract administrator fees	2018-12-31	$4,819
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GALGAS RUSSELL WEBER LLP
Accountancy firm EIN	2018-12-31	953535236

Form 5500 Responses for EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST

2022: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	First time form 5500 has been submitted	Yes
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

134005

Policy instance

Insurance contract or identification number	134005
Number of Individuals Covered	151
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $3,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3537
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

134005

Policy instance

Insurance contract or identification number	134005
Number of Individuals Covered	166
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $2,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2891
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

134005

Policy instance

Insurance contract or identification number	134005
Number of Individuals Covered	166
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2145
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

134005

Policy instance

Insurance contract or identification number	134005
Number of Individuals Covered	164
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4870
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

134005

Policy instance

Insurance contract or identification number	134005
Number of Individuals Covered	162
Insurance policy start date	2018-05-04
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5340
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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Company Name:	EVA CARE GROUP, LLC
Employer identification number (EIN):	954875509
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200119710076