401k Plan data: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN plan

PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATRIOT HOMECARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PATRIOT HOMECARE, INC.

Employer identification number (EIN): 274058804

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about PATRIOT HOMECARE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2009-11-23

Company Identification Number: 1897461

Legal Registered Office Address: 418 MAIN AVE SW
STE 203
WARREN
United States of America (USA)
44481

More information about PATRIOT HOMECARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 FRANK BEVILACQUA 2024-09-09
002 2022-01-01
002 2021-01-01
002 2020-01-01 FRANK BEVILACQUA 2021-09-08
002 2019-01-01 FRANK BEVILACQUA 2020-05-18
002 2018-12-19 FRANK BEVILACQUA 2019-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	FRANK BEVILACQUA	2024-09-09
002	2022-01-01
002	2021-01-01
002	2020-01-01	FRANK BEVILACQUA	2021-09-08
002	2019-01-01	FRANK BEVILACQUA	2020-05-18
002	2018-12-19	FRANK BEVILACQUA	2019-10-02

Plan Statistics for PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 151
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 158
Number of participants with account balances 2022-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 156
Number of participants with account balances 2021-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2

Measure	Date	Value
2022: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	151
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	158
Number of participants with account balances	2022-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	156
Number of participants with account balances	2021-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2

Financial Data on PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-278,035
Total unrealized appreciation/depreciation of assets	2022-12-31	$-278,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$54,600
Total income from all sources (including contributions)	2022-12-31	$166,996
Total of all expenses incurred	2022-12-31	$53,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$52,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$382,101
Value of total assets at end of year	2022-12-31	$1,222,919
Value of total assets at beginning of year	2022-12-31	$1,164,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$735
Total interest from all sources	2022-12-31	$47
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$62,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$62,883
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$246,828
Participant contributions at end of year	2022-12-31	$3,911
Participant contributions at beginning of year	2022-12-31	$467
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,223
Liabilities. Value of operating payables at beginning of year	2022-12-31	$54,600
Total non interest bearing cash at end of year	2022-12-31	$1,330
Total non interest bearing cash at beginning of year	2022-12-31	$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$113,317
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,222,919
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,109,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,217,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,163,498
Interest on participant loans	2022-12-31	$47
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$98,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$52,944
Contract administrator fees	2022-12-31	$735
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BSB PARTNERS CPAS AND BUSINESS ADVI
Accountancy firm EIN	2022-12-31	262890963
2021 : PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$90,691
Total unrealized appreciation/depreciation of assets	2021-12-31	$90,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$54,600
Total income from all sources (including contributions)	2021-12-31	$316,185
Total of all expenses incurred	2021-12-31	$121,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$121,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$170,288
Value of total assets at end of year	2021-12-31	$1,164,202
Value of total assets at beginning of year	2021-12-31	$915,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$61
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$55,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$55,145
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$159,782
Participant contributions at end of year	2021-12-31	$467
Participant contributions at beginning of year	2021-12-31	$1,903
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,506
Liabilities. Value of operating payables at end of year	2021-12-31	$54,600
Total non interest bearing cash at end of year	2021-12-31	$237
Total non interest bearing cash at beginning of year	2021-12-31	$188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$194,301
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,109,602
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$915,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,163,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$913,210
Interest on participant loans	2021-12-31	$61
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$121,884
Contract administrator fees	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BSB PARTNERS CPAS AND BUSINESS ADVI
Accountancy firm EIN	2021-12-31	262890963

Form 5500 Responses for PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN

2022: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PATRIOT HOMECARE, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATRIOT HOMECARE, INC.
Employer identification number (EIN):	274058804
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2009-11-23
Company Identification Number:	1897461
Legal Registered Office Address:	418 MAIN AVE SW STE 203 WARREN United States of America (USA) 44481