Plan Name | VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VISITING NURSE ASSOCIATION OF CENTRAL NEW YORK |
Employer identification number (EIN): | 150536614 |
NAIC Classification: | 621610 |
NAIC Description: | Home Health Care Services |
Additional information about VISITING NURSE ASSOCIATION OF CENTRAL NEW YORK
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1895-03-27 |
Company Identification Number: | 28393 |
Legal Registered Office Address: |
1050 WEST GENESEE STREET Onondaga SYRACUSE United States of America (USA) 132042243 |
More information about VISITING NURSE ASSOCIATION OF CENTRAL NEW YORK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2014-01-01 | MARY KATE ROLF | MARY KATE ROLF | 2014-10-30 | |
002 | 2013-01-01 | MARY KATE ROLF | MARY KATE ROLF | 2014-10-15 | |
002 | 2012-01-01 | GWENDOLYN EICHORN | 2013-07-10 | GWENDOLYN EICHORN | 2013-07-10 |
Measure | Date | Value |
---|---|---|
2014: VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 117 |
Number of participants with account balances | 2013-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-03-17 | $0 |
Total transfer of assets from this plan | 2014-03-17 | $1,579,422 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-17 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-17 | $0 |
Total income from all sources (including contributions) | 2014-03-17 | $23,695 |
Total loss/gain on sale of assets | 2014-03-17 | $0 |
Total of all expenses incurred | 2014-03-17 | $3,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-17 | $1,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-17 | $0 |
Value of total assets at end of year | 2014-03-17 | $0 |
Value of total assets at beginning of year | 2014-03-17 | $1,559,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-17 | $2,096 |
Total interest from all sources | 2014-03-17 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-17 | $224 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-17 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-17 | $224 |
Was this plan covered by a fidelity bond | 2014-03-17 | Yes |
Value of fidelity bond cover | 2014-03-17 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-03-17 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-17 | No |
Contributions received from participants | 2014-03-17 | $0 |
Participant contributions at end of year | 2014-03-17 | $0 |
Participant contributions at beginning of year | 2014-03-17 | $52,399 |
Participant contributions at end of year | 2014-03-17 | $0 |
Participant contributions at beginning of year | 2014-03-17 | $1,280 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-17 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-17 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-17 | $1,725 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-17 | $0 |
Administrative expenses (other) incurred | 2014-03-17 | $2,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-17 | No |
Value of net income/loss | 2014-03-17 | $19,792 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-17 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-17 | $1,559,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-17 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-17 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-17 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-17 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-17 | $1,403,167 |
Value of interest in common/collective trusts at end of year | 2014-03-17 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-03-17 | $101,059 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-17 | $24,932 |
Net investment gain or loss from common/collective trusts | 2014-03-17 | $-1,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-17 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-03-17 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-17 | No |
Contributions received in cash from employer | 2014-03-17 | $0 |
Employer contributions (assets) at end of year | 2014-03-17 | $0 |
Employer contributions (assets) at beginning of year | 2014-03-17 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-17 | $1,807 |
Did the plan have assets held for investment | 2014-03-17 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-17 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-17 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-17 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-17 | Disclaimer |
Accountancy firm name | 2014-03-17 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2014-03-17 | 161226221 |
2013 : VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $889,327 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $22,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $703,013 |
Value of total assets at end of year | 2013-12-31 | $1,559,630 |
Value of total assets at beginning of year | 2013-12-31 | $692,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,751 |
Total interest from all sources | 2013-12-31 | $2,160 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $67,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $67,958 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $403,760 |
Participant contributions at end of year | 2013-12-31 | $52,399 |
Participant contributions at beginning of year | 2013-12-31 | $50,334 |
Participant contributions at end of year | 2013-12-31 | $1,280 |
Participant contributions at beginning of year | 2013-12-31 | $15,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $37,403 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $866,927 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,559,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $692,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $10,751 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,403,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $569,922 |
Interest on participant loans | 2013-12-31 | $2,160 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $101,059 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $45,293 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $115,071 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $261,850 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $11,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,649 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FUST CHARLES CHAMBERS LLP |
Accountancy firm EIN | 2013-12-31 | 161226221 |
2014: VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: VISITING NURSE ASSOCIATION OF CNY, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |