401k Plan data: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN plan

VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 401k Plan overview

Plan Name	VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN
Plan identification number	001

VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

CIRCLE HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: CIRCLE HOME, INC.

Employer identification number (EIN): 042103812

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 WILLIAM WYMAN WILLIAM WYMAN 2018-10-11
001 2017-01-01 WILLIAM F WYMAN WILLIAM F WYMAN 2018-10-10
001 2016-01-01 RACHEL CHADDOCK RACHEL CHADDOCK 2017-10-12
001 2015-01-01 RACHEL CHADDOCK RACHEL CHADDOCK 2016-10-13
001 2014-01-01 RACHEL CHADDOCK
001 2013-01-01 RACHEL CHADDOCK
001 2012-01-01 ROBERT YOUNG
001 2011-01-01 ROBERT YOUNG
001 2009-01-01 ROBERT YOUNG

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	WILLIAM WYMAN	WILLIAM WYMAN	2018-10-11
001	2017-01-01	WILLIAM F WYMAN	WILLIAM F WYMAN	2018-10-10
001	2016-01-01	RACHEL CHADDOCK	RACHEL CHADDOCK	2017-10-12
001	2015-01-01	RACHEL CHADDOCK	RACHEL CHADDOCK	2016-10-13
001	2014-01-01	RACHEL CHADDOCK
001	2013-01-01	RACHEL CHADDOCK
001	2012-01-01	ROBERT YOUNG
001	2011-01-01	ROBERT YOUNG
001	2009-01-01	ROBERT YOUNG

Plan Statistics for VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN

Measure Date Value
2017: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,793,906
Acturial value of plan assets 2017-12-31 6,793,906
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 4,154,745
Number of terminated vested participants 2017-12-31 79
Fundng target for terminated vested participants 2017-12-31 2,332,646
Active participant vested funding target 2017-12-31 1,797,901
Number of active participants 2017-12-31 29
Total funding liabilities for active participants 2017-12-31 1,797,901
Total participant count 2017-12-31 177
Total funding target for all participants 2017-12-31 8,285,292
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 395,370
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 374,551
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 97,302
Net shortfall amortization installment of oustanding balance 2017-12-31 1,491,395
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 374,551
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 374,551
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 374,551
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 6,793,812
Acturial value of plan assets 2016-12-31 6,793,812
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 4,061,688
Number of terminated vested participants 2016-12-31 77
Fundng target for terminated vested participants 2016-12-31 1,967,080
Active participant vested funding target 2016-12-31 1,851,778
Number of active participants 2016-12-31 34
Total funding liabilities for active participants 2016-12-31 1,851,778
Total participant count 2016-12-31 177
Total funding target for all participants 2016-12-31 7,880,546
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 67,767
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 67,767
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 304,979
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 285,011
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 95,941
Net shortfall amortization installment of oustanding balance 2016-12-31 1,086,734
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 285,011
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 285,011
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 285,011
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 66
Number of other retired or separated participants entitled to future benefits 2016-01-01 79
Total of all active and inactive participants 2016-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 63
Number of other retired or separated participants entitled to future benefits 2015-01-01 77
Total of all active and inactive participants 2015-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
Number of retired or separated participants receiving benefits 2014-01-01 60
Number of other retired or separated participants entitled to future benefits 2014-01-01 80
Total of all active and inactive participants 2014-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 57
Number of other retired or separated participants entitled to future benefits 2013-01-01 81
Total of all active and inactive participants 2013-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
Number of retired or separated participants receiving benefits 2012-01-01 53
Number of other retired or separated participants entitled to future benefits 2012-01-01 85
Total of all active and inactive participants 2012-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 51
Number of other retired or separated participants entitled to future benefits 2011-01-01 84
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 43
Number of other retired or separated participants entitled to future benefits 2009-01-01 80
Total of all active and inactive participants 2009-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2017: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,793,906
Acturial value of plan assets	2017-12-31	6,793,906
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	4,154,745
Number of terminated vested participants	2017-12-31	79
Fundng target for terminated vested participants	2017-12-31	2,332,646
Active participant vested funding target	2017-12-31	1,797,901
Number of active participants	2017-12-31	29
Total funding liabilities for active participants	2017-12-31	1,797,901
Total participant count	2017-12-31	177
Total funding target for all participants	2017-12-31	8,285,292
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	395,370
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	374,551
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	97,302
Net shortfall amortization installment of oustanding balance	2017-12-31	1,491,395
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	374,551
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	374,551
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	374,551
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,793,812
Acturial value of plan assets	2016-12-31	6,793,812
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	4,061,688
Number of terminated vested participants	2016-12-31	77
Fundng target for terminated vested participants	2016-12-31	1,967,080
Active participant vested funding target	2016-12-31	1,851,778
Number of active participants	2016-12-31	34
Total funding liabilities for active participants	2016-12-31	1,851,778
Total participant count	2016-12-31	177
Total funding target for all participants	2016-12-31	7,880,546
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	67,767
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	67,767
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	304,979
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	285,011
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	95,941
Net shortfall amortization installment of oustanding balance	2016-12-31	1,086,734
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	285,011
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	285,011
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	285,011
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	66
Number of other retired or separated participants entitled to future benefits	2016-01-01	79
Total of all active and inactive participants	2016-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	63
Number of other retired or separated participants entitled to future benefits	2015-01-01	77
Total of all active and inactive participants	2015-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
Number of retired or separated participants receiving benefits	2014-01-01	60
Number of other retired or separated participants entitled to future benefits	2014-01-01	80
Total of all active and inactive participants	2014-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	57
Number of other retired or separated participants entitled to future benefits	2013-01-01	81
Total of all active and inactive participants	2013-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
Number of retired or separated participants receiving benefits	2012-01-01	53
Number of other retired or separated participants entitled to future benefits	2012-01-01	85
Total of all active and inactive participants	2012-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	51
Number of other retired or separated participants entitled to future benefits	2011-01-01	84
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	43
Number of other retired or separated participants entitled to future benefits	2009-01-01	80
Total of all active and inactive participants	2009-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN

Measure	Date	Value
2017 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$7,362,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$181,611
Total income from all sources (including contributions)	2017-12-31	$1,307,482
Total of all expenses incurred	2017-12-31	$563,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$428,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$395,460
Value of total assets at end of year	2017-12-31	$181,611
Value of total assets at beginning of year	2017-12-31	$6,799,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$134,779
Total interest from all sources	2017-12-31	$456
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$74,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$74,288
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$181,611
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$9,042
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$744,471
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,799,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,911,617
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,660,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$44,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$44,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$322,199
Net investment gain or loss from common/collective trusts	2017-12-31	$515,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$395,460
Employer contributions (assets) at end of year	2017-12-31	$181,611
Employer contributions (assets) at beginning of year	2017-12-31	$183,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$428,232
Contract administrator fees	2017-12-31	$110,737
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2017-12-31	010523282
2016 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-590,876
Total unrealized appreciation/depreciation of assets	2016-12-31	$-590,876
Total income from all sources (including contributions)	2016-12-31	$435,547
Total loss/gain on sale of assets	2016-12-31	$597,268
Total of all expenses incurred	2016-12-31	$433,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$405,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$304,969
Value of total assets at end of year	2016-12-31	$6,799,863
Value of total assets at beginning of year	2016-12-31	$6,798,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,990
Total interest from all sources	2016-12-31	$28,602
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$95,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$95,584
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$28,857
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$27,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,631
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,799,863
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,798,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,911,617
Income. Interest from US Government securities	2016-12-31	$7,055
Income. Interest from corporate debt instruments	2016-12-31	$21,372
Value of interest in common/collective trusts at end of year	2016-12-31	$1,660,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$44,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$106,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$106,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$175
Asset value of US Government securities at beginning of year	2016-12-31	$404,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$304,969
Employer contributions (assets) at end of year	2016-12-31	$183,685
Employer contributions (assets) at beginning of year	2016-12-31	$104,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$405,926
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,851,975
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$4,301,700
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$597,268
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2016-12-31	010523282
2015 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-167,368
Total unrealized appreciation/depreciation of assets	2015-12-31	$-167,368
Total income from all sources (including contributions)	2015-12-31	$143,746
Total of all expenses incurred	2015-12-31	$445,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$417,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$290,249
Value of total assets at end of year	2015-12-31	$6,798,232
Value of total assets at beginning of year	2015-12-31	$7,100,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,753
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$20,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$28,857
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$30,176
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$185,987
Administrative expenses (other) incurred	2015-12-31	$28,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-302,245
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,798,232
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,100,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$106,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$195,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$195,260
Asset value of US Government securities at end of year	2015-12-31	$404,540
Asset value of US Government securities at beginning of year	2015-12-31	$514,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$104,262
Employer contributions (assets) at end of year	2015-12-31	$104,262
Income. Dividends from common stock	2015-12-31	$20,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$417,238
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,851,975
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,777,377
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,301,700
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$4,583,293
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2015-12-31	010523282
2014 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$192,914
Total unrealized appreciation/depreciation of assets	2014-12-31	$192,914
Total income from all sources (including contributions)	2014-12-31	$423,055
Total of all expenses incurred	2014-12-31	$366,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$337,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$222,948
Value of total assets at end of year	2014-12-31	$7,100,477
Value of total assets at beginning of year	2014-12-31	$7,043,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$28,493
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$30,176
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$34,625
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$157,263
Administrative expenses (other) incurred	2014-12-31	$28,493
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$56,685
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,100,477
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,043,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$195,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$18,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$18,315
Asset value of US Government securities at end of year	2014-12-31	$514,371
Asset value of US Government securities at beginning of year	2014-12-31	$626,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$65,685
Employer contributions (assets) at beginning of year	2014-12-31	$168,053
Income. Dividends from common stock	2014-12-31	$7,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$337,877
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,777,377
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,792,757
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$4,583,293
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$4,403,302
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRAD BORBIDGE, P.A.
Accountancy firm EIN	2014-12-31	020400296
2013 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$865,470
Total unrealized appreciation/depreciation of assets	2013-12-31	$865,470
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	$1,189,849
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$381,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$353,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$168,053
Value of total assets at end of year	2013-12-31	$7,043,792
Value of total assets at beginning of year	2013-12-31	$6,235,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,306
Total interest from all sources	2013-12-31	$153,099
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$195,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$34,625
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$103,083
Other income not declared elsewhere	2013-12-31	$1
Administrative expenses (other) incurred	2013-12-31	$27,306
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$808,614
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,043,792
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,235,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Income. Interest from corporate debt instruments	2013-12-31	$153,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$18,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$376,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$376,774
Asset value of US Government securities at end of year	2013-12-31	$626,740
Asset value of US Government securities at beginning of year	2013-12-31	$746,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$168,053
Employer contributions (assets) at end of year	2013-12-31	$168,053
Employer contributions (assets) at beginning of year	2013-12-31	$70,796
Income. Dividends from common stock	2013-12-31	$3,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$353,929
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,792,757
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,512,218
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$4,403,302
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$3,230,562
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRAD BORBIDGE, P.A.
Accountancy firm EIN	2013-12-31	020400296
2012 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$431,665
Total unrealized appreciation/depreciation of assets	2012-12-31	$431,665
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$663,916
Total of all expenses incurred	2012-12-31	$335,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$310,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$70,796
Value of total assets at end of year	2012-12-31	$6,235,178
Value of total assets at beginning of year	2012-12-31	$5,907,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,529
Total interest from all sources	2012-12-31	$160,442
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$195,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$191,025
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$103,083
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$216,303
Administrative expenses (other) incurred	2012-12-31	$25,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$327,995
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,235,178
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,907,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Income. Interest from corporate debt instruments	2012-12-31	$160,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$376,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$528,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$528,950
Asset value of US Government securities at end of year	2012-12-31	$746,745
Asset value of US Government securities at beginning of year	2012-12-31	$649,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$70,796
Employer contributions (assets) at end of year	2012-12-31	$70,796
Employer contributions (assets) at beginning of year	2012-12-31	$542,000
Income. Dividends from common stock	2012-12-31	$1,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$310,392
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,512,218
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,615,758
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$3,230,562
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$2,163,973
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRAD BORBRIDGE, P.A.
Accountancy firm EIN	2012-12-31	020400296
2011 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$-336,825
Total unrealized appreciation/depreciation of assets	2011-12-31	$-336,825
Total income from all sources (including contributions)	2011-12-31	$452,690
Total loss/gain on sale of assets	2011-12-31	$108,825
Total of all expenses incurred	2011-12-31	$289,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$265,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$542,000
Value of total assets at end of year	2011-12-31	$5,907,183
Value of total assets at beginning of year	2011-12-31	$5,744,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,871
Total interest from all sources	2011-12-31	$66,684
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$72,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$191,025
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$187,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$216,303
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$694,870
Administrative expenses (other) incurred	2011-12-31	$23,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$162,992
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,907,183
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,744,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Interest earned on other investments	2011-12-31	$5,038
Income. Interest from US Government securities	2011-12-31	$23,103
Income. Interest from corporate debt instruments	2011-12-31	$38,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$528,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$290,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$290,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$649,174
Asset value of US Government securities at beginning of year	2011-12-31	$731,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$542,000
Employer contributions (assets) at end of year	2011-12-31	$542,000
Employer contributions (assets) at beginning of year	2011-12-31	$349,216
Income. Dividends from preferred stock	2011-12-31	$11,016
Income. Dividends from common stock	2011-12-31	$60,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$265,827
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,615,758
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,245,215
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$2,163,973
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,245,640
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$68,199
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$-40,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MARCUM,LLP
Accountancy firm EIN	2011-12-31	111986323
2010 : VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$277,482
Total unrealized appreciation/depreciation of assets	2010-12-31	$277,482
Total income from all sources (including contributions)	2010-12-31	$912,312
Total loss/gain on sale of assets	2010-12-31	$159,884
Total of all expenses incurred	2010-12-31	$247,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$225,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$349,216
Value of total assets at end of year	2010-12-31	$5,744,191
Value of total assets at beginning of year	2010-12-31	$5,079,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,641
Total interest from all sources	2010-12-31	$60,469
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$65,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$187,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$176,250
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$694,870
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$657,831
Administrative expenses (other) incurred	2010-12-31	$21,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$665,095
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,744,191
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,079,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$185,760
Income. Interest from US Government securities	2010-12-31	$19,627
Income. Interest from corporate debt instruments	2010-12-31	$40,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$290,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$502,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$502,287
Asset value of US Government securities at end of year	2010-12-31	$731,635
Asset value of US Government securities at beginning of year	2010-12-31	$403,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$349,216
Employer contributions (assets) at end of year	2010-12-31	$349,216
Employer contributions (assets) at beginning of year	2010-12-31	$57,686
Income. Dividends from preferred stock	2010-12-31	$11,016
Income. Dividends from common stock	2010-12-31	$54,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$225,576
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,245,215
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,039,805
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,245,640
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,055,602
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$310,806
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$150,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARCUM, LLP
Accountancy firm EIN	2010-12-31	111986323

Form 5500 Responses for VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN

2017: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VISITING NURSE ASSOCIATION OF GREATER LOWELL, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CIRCLE HOME, INC.
Employer identification number (EIN):	042103812
NAIC Classification:	621610
NAIC Description:	Home Health Care Services