Logo

EAST END HOSPICE, INC. 403(B) PLAN 401k Plan overview

Plan NameEAST END HOSPICE, INC. 403(B) PLAN
Plan identification number 002

EAST END HOSPICE, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAST END HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:EAST END HOSPICE, INC.
Employer identification number (EIN):112878502
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about EAST END HOSPICE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1987-07-15
Company Identification Number: 1186863
Legal Registered Office Address: PO BOX 1048
481 WESTHAMPTON RIVERHEAD RD
WESTHAMPTON BEACH
United States of America (USA)
11978

More information about EAST END HOSPICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST END HOSPICE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01KATHY O'DONNELL2022-06-17
0022020-01-01KATHY O'DONNELL2021-06-01
0022019-01-01KATHY O'DONNELL2020-07-13
0022018-01-01MARY CROSBY2019-06-17
0022017-01-01PRISCILLA A. RUFFIN2018-09-24
0022016-01-01PRISCILLA A. RUFFIN2017-07-28
0022015-01-01PRISCILLA A. RUFFIN2016-04-28
0022014-01-01PRISCILLA A. RUFFIN2015-06-16
0022014-01-01PRISCILLA A. RUFFIN2015-04-16
0022013-01-01PRISCILLA A. RUFFIN2014-10-01
0022012-01-01PRISCILLA A. RUFFIN2013-07-16
0022011-01-01PRISCILLA A. RUFFIN2012-05-10
0022010-01-01PRISCILLA A. RUFFIN2011-07-11
0022009-01-01PRISCILLA A. RUFFIN

Plan Statistics for EAST END HOSPICE, INC. 403(B) PLAN

401k plan membership statisitcs for EAST END HOSPICE, INC. 403(B) PLAN

Measure Date Value
2023: EAST END HOSPICE, INC. 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01120
Total number of active participants reported on line 7a of the Form 55002023-01-01102
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01121
Number of participants with account balances2023-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: EAST END HOSPICE, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01120
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2009: EAST END HOSPICE, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0158
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0164
Number of participants with account balances2009-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EAST END HOSPICE, INC. 403(B) PLAN

Measure Date Value
2023 : EAST END HOSPICE, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,862,083
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$109,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$70,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$734,143
Value of total assets at end of year2023-12-31$7,460,464
Value of total assets at beginning of year2023-12-31$5,707,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,152
Total interest from all sources2023-12-31$15,816
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$288,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$288,038
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$581,298
Participant contributions at end of year2023-12-31$84,551
Participant contributions at beginning of year2023-12-31$83,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,752,729
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,460,464
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,707,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$18,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,824,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,095,875
Interest on participant loans2023-12-31$4,838
Interest earned on other investments2023-12-31$10,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$551,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$528,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$824,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$152,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$70,202
Contract administrator fees2023-12-31$20,802
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2023-12-31550621482
2022 : EAST END HOSPICE, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-611,730
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,200,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,148,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$640,187
Value of total assets at end of year2022-12-31$5,707,735
Value of total assets at beginning of year2022-12-31$7,519,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,620
Total interest from all sources2022-12-31$9,840
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$266,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$266,036
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$496,897
Participant contributions at end of year2022-12-31$83,842
Participant contributions at beginning of year2022-12-31$20,768
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,812,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,707,735
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,519,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,095,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,947,329
Interest on participant loans2022-12-31$1,657
Interest earned on other investments2022-12-31$8,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$528,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$551,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,527,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$143,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,148,655
Contract administrator fees2022-12-31$51,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2022-12-31550621482
2009 : EAST END HOSPICE, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EAST END HOSPICE, INC. 403(B) PLAN

2023: EAST END HOSPICE, INC. 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EAST END HOSPICE, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2009: EAST END HOSPICE, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895070-007
Policy instance 1
Insurance contract or identification number895070-007
Number of Individuals Covered6
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895070-007
Policy instance 1
Insurance contract or identification number895070-007
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $869
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $869
Insurance broker organization code?4

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1