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SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 005

SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.

401k Sponsoring company profile

SOUTH SHORE ELDER SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SHORE ELDER SERVICES, INC.
Employer identification number (EIN):042596213
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-07-01
0052021-07-01
0052020-07-01
0052019-07-01
0052019-07-01
0052019-07-01
0052018-07-01
0052017-07-01
0052016-07-01SANDRA LINDSEY
0052015-07-01SANDRA LINDSEY
0052014-07-01SANDRA LINDSEY
0052013-07-01SANDRA LINDSEY SANDRA LINDSEY2015-04-02
0052012-07-01SANDRA LINDSEY
0052011-07-01SANDRA LINDSEY
0052009-07-01EDWARD J. FLYNN, JR.

Plan Statistics for SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01223
Total number of active participants reported on line 7a of the Form 55002022-07-01166
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0171
Total of all active and inactive participants2022-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01238
Number of participants with account balances2022-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-015
2021: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01204
Total number of active participants reported on line 7a of the Form 55002021-07-01158
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0163
Total of all active and inactive participants2021-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01222
Number of participants with account balances2021-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0113
2020: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01217
Total number of active participants reported on line 7a of the Form 55002020-07-01157
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0144
Total of all active and inactive participants2020-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01204
Number of participants with account balances2020-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01203
Total number of active participants reported on line 7a of the Form 55002019-07-01145
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-0169
Total of all active and inactive participants2019-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01217
Number of participants with account balances2019-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-018
2018: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01191
Total number of active participants reported on line 7a of the Form 55002018-07-01142
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-0158
Total of all active and inactive participants2018-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01203
Number of participants with account balances2018-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
2017: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01177
Total number of active participants reported on line 7a of the Form 55002017-07-01153
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01201
Number of participants with account balances2017-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-016
2016: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01165
Total number of active participants reported on line 7a of the Form 55002016-07-01135
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01179
Number of participants with account balances2016-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01153
Total number of active participants reported on line 7a of the Form 55002015-07-01127
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0136
Total of all active and inactive participants2015-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01163
Number of participants with account balances2015-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01135
Total number of active participants reported on line 7a of the Form 55002014-07-01122
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01151
Number of participants with account balances2014-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01125
Total number of active participants reported on line 7a of the Form 55002013-07-01109
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0124
Total of all active and inactive participants2013-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01133
Number of participants with account balances2013-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01127
Total number of active participants reported on line 7a of the Form 55002012-07-01111
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01127
Number of participants with account balances2012-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01111
Total number of active participants reported on line 7a of the Form 55002011-07-01104
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01125
Number of participants with account balances2011-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01120
Total number of active participants reported on line 7a of the Form 55002009-07-0196
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0115
Total of all active and inactive participants2009-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01111
Number of participants with account balances2009-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,111,108
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$329,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$263,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$513,405
Value of total assets at end of year2023-06-30$6,392,534
Value of total assets at beginning of year2023-06-30$5,610,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$65,329
Total interest from all sources2023-06-30$5,139
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Administrative expenses professional fees incurred2023-06-30$65,329
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$430,132
Participant contributions at end of year2023-06-30$80,841
Participant contributions at beginning of year2023-06-30$97,314
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$83,273
Total non interest bearing cash at end of year2023-06-30$5,867
Total non interest bearing cash at beginning of year2023-06-30$8,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$781,815
Value of net assets at end of year (total assets less liabilities)2023-06-30$6,392,534
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,610,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$6,213,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$5,062,417
Interest on participant loans2023-06-30$4,343
Interest earned on other investments2023-06-30$796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$92,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$75,739
Net investment gain/loss from pooled separate accounts2023-06-30$592,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$367,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$263,964
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2023-06-30042734675
2022 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-121,489
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$488,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$418,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$763,350
Value of total assets at end of year2022-06-30$5,610,719
Value of total assets at beginning of year2022-06-30$6,220,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$69,612
Total interest from all sources2022-06-30$5,727
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$69,612
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$378,034
Participant contributions at end of year2022-06-30$97,314
Participant contributions at beginning of year2022-06-30$108,155
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$18,250
Total non interest bearing cash at end of year2022-06-30$8,183
Total non interest bearing cash at beginning of year2022-06-30$11,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-609,837
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,610,719
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,220,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,062,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,676,664
Interest on participant loans2022-06-30$5,030
Interest earned on other investments2022-06-30$697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$75,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$105,047
Net investment gain/loss from pooled separate accounts2022-06-30$-890,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$367,066
Employer contributions (assets) at end of year2022-06-30$367,066
Employer contributions (assets) at beginning of year2022-06-30$319,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$418,736
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2022-06-30042734675
2021 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,933,176
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$467,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$402,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$676,397
Value of total assets at end of year2021-06-30$6,220,556
Value of total assets at beginning of year2021-06-30$4,754,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$64,753
Total interest from all sources2021-06-30$6,139
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$64,753
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$335,482
Participant contributions at end of year2021-06-30$108,155
Participant contributions at beginning of year2021-06-30$80,882
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$21,892
Total non interest bearing cash at end of year2021-06-30$11,667
Total non interest bearing cash at beginning of year2021-06-30$7,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,466,102
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,220,556
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,754,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,676,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,226,241
Interest on participant loans2021-06-30$4,642
Interest earned on other investments2021-06-30$1,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$105,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$101,498
Net investment gain/loss from pooled separate accounts2021-06-30$1,250,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$319,023
Employer contributions (assets) at end of year2021-06-30$319,023
Employer contributions (assets) at beginning of year2021-06-30$338,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$402,321
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DANIEL DENNIS & COMPANY
Accountancy firm EIN2021-06-30042734675
2020 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$889,517
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$366,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$317,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$728,534
Value of total assets at end of year2020-06-30$4,754,454
Value of total assets at beginning of year2020-06-30$4,231,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$48,820
Total interest from all sources2020-06-30$5,254
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$595
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$296,753
Participant contributions at end of year2020-06-30$80,882
Participant contributions at beginning of year2020-06-30$56,926
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$93,310
Administrative expenses (other) incurred2020-06-30$48,225
Total non interest bearing cash at end of year2020-06-30$7,362
Total non interest bearing cash at beginning of year2020-06-30$1,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$522,717
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,754,454
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,231,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,226,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,775,744
Interest on participant loans2020-06-30$3,809
Interest earned on other investments2020-06-30$1,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$101,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$80,911
Net investment gain/loss from pooled separate accounts2020-06-30$155,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$338,471
Employer contributions (assets) at end of year2020-06-30$338,471
Employer contributions (assets) at beginning of year2020-06-30$316,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$317,980
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DANIEL DENNIS & COMPANY
Accountancy firm EIN2020-06-30042734675
2019 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$825,856
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$346,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$302,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$603,778
Value of total assets at end of year2019-06-30$4,231,737
Value of total assets at beginning of year2019-06-30$3,752,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$43,933
Total interest from all sources2019-06-30$3,776
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$1,015
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$279,166
Participant contributions at end of year2019-06-30$56,926
Participant contributions at beginning of year2019-06-30$43,733
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$7,694
Administrative expenses (other) incurred2019-06-30$42,918
Total non interest bearing cash at end of year2019-06-30$1,238
Total non interest bearing cash at beginning of year2019-06-30$3,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$479,010
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,231,737
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,752,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,775,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,411,578
Interest on participant loans2019-06-30$2,907
Interest earned on other investments2019-06-30$869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$80,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$60,848
Net investment gain/loss from pooled separate accounts2019-06-30$218,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$316,918
Employer contributions (assets) at end of year2019-06-30$316,918
Employer contributions (assets) at beginning of year2019-06-30$233,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$302,913
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30DANIEL DENNIS & COMPANY
Accountancy firm EIN2019-06-30042734675
2018 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$710,521
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$217,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$191,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$490,891
Value of total assets at end of year2018-06-30$3,752,727
Value of total assets at beginning of year2018-06-30$3,259,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$25,879
Total interest from all sources2018-06-30$2,329
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$630
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$247,084
Participant contributions at end of year2018-06-30$43,733
Participant contributions at beginning of year2018-06-30$29,147
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$10,606
Administrative expenses (other) incurred2018-06-30$25,249
Total non interest bearing cash at end of year2018-06-30$3,367
Total non interest bearing cash at beginning of year2018-06-30$977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$493,100
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,752,727
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,259,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,411,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,947,596
Interest on participant loans2018-06-30$1,979
Interest earned on other investments2018-06-30$350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$60,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$41,907
Net investment gain/loss from pooled separate accounts2018-06-30$217,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$233,201
Employer contributions (assets) at end of year2018-06-30$233,201
Employer contributions (assets) at beginning of year2018-06-30$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$191,542
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2018-06-30042734675
2017 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$820,623
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$322,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$298,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$494,130
Value of total assets at end of year2017-06-30$3,259,627
Value of total assets at beginning of year2017-06-30$2,761,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$23,858
Total interest from all sources2017-06-30$1,353
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$210
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$254,130
Participant contributions at end of year2017-06-30$29,147
Participant contributions at beginning of year2017-06-30$27,552
Administrative expenses (other) incurred2017-06-30$23,648
Total non interest bearing cash at end of year2017-06-30$977
Total non interest bearing cash at beginning of year2017-06-30$466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$498,255
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,259,627
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,761,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,947,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,475,557
Interest on participant loans2017-06-30$1,202
Interest earned on other investments2017-06-30$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$41,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$17,797
Net investment gain/loss from pooled separate accounts2017-06-30$325,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$240,000
Employer contributions (assets) at end of year2017-06-30$240,000
Employer contributions (assets) at beginning of year2017-06-30$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$298,510
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2017-06-30042734675
2016 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$493,732
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$227,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$206,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$505,734
Value of total assets at end of year2016-06-30$2,761,372
Value of total assets at beginning of year2016-06-30$2,495,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$21,286
Total interest from all sources2016-06-30$1,407
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$840
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$238,927
Participant contributions at end of year2016-06-30$27,552
Participant contributions at beginning of year2016-06-30$30,522
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$26,807
Administrative expenses (other) incurred2016-06-30$20,446
Total non interest bearing cash at end of year2016-06-30$466
Total non interest bearing cash at beginning of year2016-06-30$466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$266,039
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,761,372
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,495,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,475,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,200,156
Interest on participant loans2016-06-30$1,268
Interest earned on other investments2016-06-30$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$17,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$14,188
Net investment gain/loss from pooled separate accounts2016-06-30$-13,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$240,000
Employer contributions (assets) at end of year2016-06-30$240,000
Employer contributions (assets) at beginning of year2016-06-30$250,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$206,407
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2016-06-30042734675
2015 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$497,239
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$240,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$220,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$456,238
Value of total assets at end of year2015-06-30$2,495,333
Value of total assets at beginning of year2015-06-30$2,238,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$20,559
Total interest from all sources2015-06-30$1,577
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$913
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$206,237
Participant contributions at end of year2015-06-30$30,522
Participant contributions at beginning of year2015-06-30$41,428
Total non interest bearing cash at end of year2015-06-30$466
Total non interest bearing cash at beginning of year2015-06-30$466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$256,636
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,495,333
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,238,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$19,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,200,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,074,622
Interest on participant loans2015-06-30$1,444
Interest earned on other investments2015-06-30$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$14,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$9,142
Net investment gain/loss from pooled separate accounts2015-06-30$39,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$250,001
Employer contributions (assets) at end of year2015-06-30$250,001
Employer contributions (assets) at beginning of year2015-06-30$113,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$220,044
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2015-06-30042734675
2014 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$573,229
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$320,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$297,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$297,929
Value of total assets at end of year2014-06-30$2,238,697
Value of total assets at beginning of year2014-06-30$1,985,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$22,268
Total interest from all sources2014-06-30$1,802
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$3,914
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$184,890
Participant contributions at end of year2014-06-30$41,428
Participant contributions at beginning of year2014-06-30$44,089
Administrative expenses (other) incurred2014-06-30$18,354
Total non interest bearing cash at end of year2014-06-30$466
Total non interest bearing cash at beginning of year2014-06-30$3,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$253,036
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,238,697
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,985,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,074,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,848,404
Interest on participant loans2014-06-30$1,678
Interest earned on other investments2014-06-30$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$9,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$5,424
Net investment gain/loss from pooled separate accounts2014-06-30$273,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$113,039
Employer contributions (assets) at end of year2014-06-30$113,039
Employer contributions (assets) at beginning of year2014-06-30$84,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$297,925
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2014-06-30042734675
2013 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$450,614
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$555,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$537,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$262,313
Value of total assets at end of year2013-06-30$1,985,661
Value of total assets at beginning of year2013-06-30$2,090,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$17,950
Total interest from all sources2013-06-30$1,837
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$525
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$178,313
Participant contributions at end of year2013-06-30$44,089
Participant contributions at beginning of year2013-06-30$37,142
Administrative expenses (other) incurred2013-06-30$17,425
Total non interest bearing cash at end of year2013-06-30$3,744
Total non interest bearing cash at beginning of year2013-06-30$1,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-105,103
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,985,661
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,090,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,848,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,048,467
Interest on participant loans2013-06-30$1,705
Interest earned on other investments2013-06-30$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$5,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,966
Net investment gain/loss from pooled separate accounts2013-06-30$186,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$84,000
Employer contributions (assets) at end of year2013-06-30$84,000
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$537,767
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2013-06-30042734675
2012 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$191,144
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$145,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$126,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$180,441
Value of total assets at end of year2012-06-30$2,090,764
Value of total assets at beginning of year2012-06-30$2,045,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$18,816
Total interest from all sources2012-06-30$1,515
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$625
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$177,181
Participant contributions at end of year2012-06-30$37,142
Participant contributions at beginning of year2012-06-30$29,343
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,260
Other income not declared elsewhere2012-06-30$5
Administrative expenses (other) incurred2012-06-30$18,191
Total non interest bearing cash at end of year2012-06-30$1,189
Total non interest bearing cash at beginning of year2012-06-30$5,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$45,403
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,090,764
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,045,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,048,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,930,414
Interest on participant loans2012-06-30$1,388
Interest earned on other investments2012-06-30$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,646
Net investment gain/loss from pooled separate accounts2012-06-30$9,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$76,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$126,925
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2012-06-30042734675
2011 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$499,640
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$72,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$55,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$250,527
Value of total assets at end of year2011-06-30$2,045,361
Value of total assets at beginning of year2011-06-30$1,618,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$17,141
Total interest from all sources2011-06-30$1,091
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$172,123
Participant contributions at end of year2011-06-30$29,343
Participant contributions at beginning of year2011-06-30$11,684
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,533
Administrative expenses (other) incurred2011-06-30$17,141
Total non interest bearing cash at end of year2011-06-30$5,087
Total non interest bearing cash at beginning of year2011-06-30$2,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$427,159
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,045,361
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,618,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,930,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,591,030
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$810
Interest earned on other investments2011-06-30$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$12,595
Net investment gain/loss from pooled separate accounts2011-06-30$248,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$76,871
Employer contributions (assets) at end of year2011-06-30$76,871
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$55,340
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2011-06-30042734675
2010 : SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN

2022: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SOUTH SHORE ELDER SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered219
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $30,487
Total amount of fees paid to insurance companyUSD $2,836
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,487
Insurance broker organization code?3
Amount paid for insurance broker fees2836
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered200
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $28,894
Total amount of fees paid to insurance companyUSD $2,496
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,894
Insurance broker organization code?3
Amount paid for insurance broker fees2496
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered183
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $25,364
Total amount of fees paid to insurance companyUSD $1,415
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,364
Insurance broker organization code?3
Amount paid for insurance broker fees1415
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered196
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17,934
Total amount of fees paid to insurance companyUSD $1,990
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,934
Insurance broker organization code?3
Amount paid for insurance broker fees1990
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered180
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $17,532
Total amount of fees paid to insurance companyUSD $1,766
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,532
Insurance broker organization code?3
Amount paid for insurance broker fees1766
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered169
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $16,688
Total amount of fees paid to insurance companyUSD $1,652
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered135
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $11,411
Total amount of fees paid to insurance companyUSD $1,145
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,411
Insurance broker organization code?3
Amount paid for insurance broker fees1145
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSENTINEL BENEFITS GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered121
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $11,038
Total amount of fees paid to insurance companyUSD $1,110
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,038
Insurance broker organization code?3
Amount paid for insurance broker fees1110
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSENTINEL BENEFITS GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered111
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,029
Total amount of fees paid to insurance companyUSD $899
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,029
Insurance broker organization code?3
Amount paid for insurance broker fees899
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSENTINEL BENEFITS GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered98
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $9,540
Total amount of fees paid to insurance companyUSD $964
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,540
Insurance broker organization code?3
Amount paid for insurance broker fees964
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSENTINEL BENEFITS GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered102
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $10,760
Total amount of fees paid to insurance companyUSD $987
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25462
Policy instance 1
Insurance contract or identification number25462
Number of Individuals Covered99
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $9,028
Total amount of fees paid to insurance companyUSD $920
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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