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HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameHOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN
Plan identification number 001

HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

HOSPICE OF MEDINA COUNTY has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF MEDINA COUNTY
Employer identification number (EIN):341363926
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01WILLIAM E FINN
0012015-01-01WILLIAM E. FINN
0012014-01-01MITZI KERR
0012013-01-01MITZI KERR
0012012-01-01PATRICIA STROPKO O'LEARY
0012011-01-01PATRICIA STROPKO O'LEARY
0012010-01-01PATRICIA STROPKO O'LEARY

Plan Statistics for HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN

401k plan membership statisitcs for HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN

Measure Date Value
2016: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0183
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01105
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01120
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011

Financial Data on HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN

Measure Date Value
2016 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$1,155
Total income from all sources (including contributions)2016-11-30$-1,536
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$2,090,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$2,082,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$0
Value of total assets at end of year2016-11-30$0
Value of total assets at beginning of year2016-11-30$2,093,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$7,902
Total interest from all sources2016-11-30$315
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$8,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$8,857
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$500,000
If this is an individual account plan, was there a blackout period2016-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Liabilities. Value of operating payables at end of year2016-11-30$0
Liabilities. Value of operating payables at beginning of year2016-11-30$1,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-2,091,986
Value of net assets at end of year (total assets less liabilities)2016-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$2,091,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$7,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$1,824,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$268,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$268,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$-10,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30No
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$2,082,548
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30HW&CO.
Accountancy firm EIN2016-11-30341663157
2015 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$117,923
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$310,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$305,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$126,998
Value of total assets at end of year2015-12-31$2,093,141
Value of total assets at beginning of year2015-12-31$2,284,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,072
Total interest from all sources2015-12-31$248
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$136,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$136,672
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$126,978
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,542
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20
Liabilities. Value of operating payables at end of year2015-12-31$1,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-192,748
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,091,986
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,284,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,824,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,987,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$268,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$292,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$292,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$305,599
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$343,446
Aggregate carrying amount (costs) on sale of assets2015-12-31$343,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HW&CO.
Accountancy firm EIN2015-12-31341663157
2014 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$285,390
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$183,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$180,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$157,514
Value of total assets at end of year2014-12-31$2,284,734
Value of total assets at beginning of year2014-12-31$2,182,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,386
Total interest from all sources2014-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$137,844
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$148,281
Participant contributions at end of year2014-12-31$4,542
Participant contributions at beginning of year2014-12-31$3,880
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$101,969
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,284,734
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,182,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,987,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,868,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$292,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$310,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$310,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-10,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$180,035
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$213,645
Aggregate carrying amount (costs) on sale of assets2014-12-31$213,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAURA J. MACDONALD CPA, INC.
Accountancy firm EIN2014-12-31341840478
2013 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$495,167
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$284,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$159,954
Value of total assets at end of year2013-12-31$2,182,765
Value of total assets at beginning of year2013-12-31$1,971,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,550
Total interest from all sources2013-12-31$159
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$103,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$103,749
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,178
Participant contributions at end of year2013-12-31$3,880
Participant contributions at beginning of year2013-12-31$3,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$210,801
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,182,765
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,971,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,868,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,548,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$310,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$301,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$301,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$231,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,776
Employer contributions (assets) at beginning of year2013-12-31$118,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,816
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAURA J. MACDONALD CPA, INC.
Accountancy firm EIN2013-12-31341840478
2012 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$586,616
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$377,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$370,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$390,066
Value of total assets at end of year2012-12-31$1,971,964
Value of total assets at beginning of year2012-12-31$1,762,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,626
Total interest from all sources2012-12-31$446
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$58,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$58,854
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,307
Participant contributions at end of year2012-12-31$3,603
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$209,151
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,971,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,762,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,548,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,511,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$301,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$250,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$250,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$137,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$226,316
Employer contributions (assets) at end of year2012-12-31$118,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$370,839
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAURA J. MACDONALD CPA, INC.
Accountancy firm EIN2012-12-31341840478
2011 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$221,596
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$134,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$129,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$242,967
Value of total assets at end of year2011-12-31$1,762,813
Value of total assets at beginning of year2011-12-31$1,675,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,962
Total interest from all sources2011-12-31$308
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$40,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$40,928
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$137,515
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$86,926
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,762,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,675,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,511,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,388,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$250,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$214,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$214,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$308
Asset value of US Government securities at beginning of year2011-12-31$72,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$103,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$129,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DYER, HUGHES, ROCHE & WILSON, INC.
Accountancy firm EIN2011-12-31201954047
2010 : HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$424,346
Total loss/gain on sale of assets2010-12-31$250
Total of all expenses incurred2010-12-31$63,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$232,730
Value of total assets at end of year2010-12-31$1,675,887
Value of total assets at beginning of year2010-12-31$1,314,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,436
Total interest from all sources2010-12-31$1,586
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$142,812
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$361,255
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,675,887
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,314,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,388,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,036,758
Income. Interest from US Government securities2010-12-31$1,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$214,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$204,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$204,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$357
Asset value of US Government securities at end of year2010-12-31$72,103
Asset value of US Government securities at beginning of year2010-12-31$68,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$174,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$89,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$57,655
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,849
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DYER, HUGHES, ROCHE & WILSON, INC.
Accountancy firm EIN2010-12-31201954047

Form 5500 Responses for HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN

2016: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOSPICE OF MEDINA COUNTY 403(B) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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