ANYTIME HOME CARE, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2023 : VISITING ANGELS 401(K) PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-07-13 | $0 |
Total transfer of assets from this plan | 2023-07-13 | $2,315,730 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-13 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-13 | $0 |
Total income from all sources (including contributions) | 2023-07-13 | $334,613 |
Total loss/gain on sale of assets | 2023-07-13 | $0 |
Total of all expenses incurred | 2023-07-13 | $51,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-13 | $50,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-13 | $116,727 |
Value of total assets at end of year | 2023-07-13 | $0 |
Value of total assets at beginning of year | 2023-07-13 | $2,032,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-13 | $1,331 |
Total interest from all sources | 2023-07-13 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-07-13 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-13 | No |
Was this plan covered by a fidelity bond | 2023-07-13 | Yes |
Value of fidelity bond cover | 2023-07-13 | $250,000 |
If this is an individual account plan, was there a blackout period | 2023-07-13 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2023-07-13 | No |
Contributions received from participants | 2023-07-13 | $76,702 |
Participant contributions at end of year | 2023-07-13 | $0 |
Participant contributions at beginning of year | 2023-07-13 | $11 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-07-13 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-07-13 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-13 | No |
Value of net income/loss | 2023-07-13 | $282,962 |
Value of net assets at end of year (total assets less liabilities) | 2023-07-13 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-07-13 | $2,032,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-13 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-13 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-07-13 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-07-13 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-07-13 | $2,032,748 |
Net investment gain or loss from common/collective trusts | 2023-07-13 | $217,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-13 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-07-13 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-07-13 | No |
Contributions received in cash from employer | 2023-07-13 | $40,025 |
Employer contributions (assets) at end of year | 2023-07-13 | $0 |
Employer contributions (assets) at beginning of year | 2023-07-13 | $9 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-13 | $50,320 |
Contract administrator fees | 2023-07-13 | $1,331 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-07-13 | Yes |
Did the plan have assets held for investment | 2023-07-13 | 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 | 2023-07-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-13 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-07-13 | Unqualified |
Accountancy firm name | 2023-07-13 | RKL LLP |
Accountancy firm EIN | 2023-07-13 | 232108173 |
2022 : VISITING ANGELS 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $258 |
Total income from all sources (including contributions) | 2022-12-31 | $-166,167 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $119,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $118,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $229,862 |
Value of total assets at end of year | 2022-12-31 | $2,032,768 |
Value of total assets at beginning of year | 2022-12-31 | $2,318,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,053 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
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 | $149,220 |
Participant contributions at end of year | 2022-12-31 | $11 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $258 |
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 |
Value of net income/loss | 2022-12-31 | $-285,832 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,032,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,318,600 |
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 | $2,032,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,318,858 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-396,029 |
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 | Yes |
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 | $80,642 |
Employer contributions (assets) at end of year | 2022-12-31 | $9 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $118,612 |
Contract administrator fees | 2022-12-31 | $1,053 |
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 | RKL LLP |
Accountancy firm EIN | 2022-12-31 | 232108173 |
2021 : VISITING ANGELS 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $258 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $116 |
Total income from all sources (including contributions) | 2021-12-31 | $493,429 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $132,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $130,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $237,375 |
Value of total assets at end of year | 2021-12-31 | $2,318,858 |
Value of total assets at beginning of year | 2021-12-31 | $1,957,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,250 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $196,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $152,171 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $10,453 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $258 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $116 |
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 |
Value of net income/loss | 2021-12-31 | $361,087 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,318,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,957,513 |
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 | $2,318,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,957,629 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $256,054 |
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 | Yes |
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 | $74,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $130,092 |
Contract administrator fees | 2021-12-31 | $2,250 |
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 | RKL LLP |
Accountancy firm EIN | 2021-12-31 | 232108173 |
2020 : VISITING ANGELS 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $116 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $60 |
Total income from all sources (including contributions) | 2020-12-31 | $520,443 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $39,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $38,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $276,849 |
Value of total assets at end of year | 2020-12-31 | $1,957,629 |
Value of total assets at beginning of year | 2020-12-31 | $1,476,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $875 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $148,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $150,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $52,304 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $116 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $481,429 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,957,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,476,084 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,957,629 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,476,144 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $243,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $74,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $38,139 |
Contract administrator fees | 2020-12-31 | $875 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RKL LLP |
Accountancy firm EIN | 2020-12-31 | 232108173 |
2019 : VISITING ANGELS 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $31 |
Total income from all sources (including contributions) | 2019-12-31 | $450,195 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $65,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $63,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $194,845 |
Value of total assets at end of year | 2019-12-31 | $1,476,144 |
Value of total assets at beginning of year | 2019-12-31 | $1,091,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,853 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $110,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $133,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $31 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $384,533 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,476,084 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,091,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,476,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,091,582 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $255,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $61,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $63,809 |
Contract administrator fees | 2019-12-31 | $1,853 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RKL LLP |
Accountancy firm EIN | 2019-12-31 | 232108173 |
2018 : VISITING ANGELS 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $31 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $101,033 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $44,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $43,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $190,921 |
Value of total assets at end of year | 2018-12-31 | $1,091,582 |
Value of total assets at beginning of year | 2018-12-31 | $1,034,967 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $550 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $110,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $128,920 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $31 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $56,584 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,091,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,034,967 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,091,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,034,967 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-89,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $62,001 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $43,899 |
Contract administrator fees | 2018-12-31 | $550 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RKL LLP |
Accountancy firm EIN | 2018-12-31 | 232108173 |
2017 : VISITING ANGELS 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $307,450 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $36,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $36,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $169,448 |
Value of total assets at end of year | 2017-12-31 | $1,034,967 |
Value of total assets at beginning of year | 2017-12-31 | $764,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $375 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $330,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $113,526 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $270,943 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,034,967 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $764,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,034,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $764,024 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $138,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $55,922 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $36,132 |
Contract administrator fees | 2017-12-31 | $375 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RKL LLP |
Accountancy firm EIN | 2017-12-31 | 232108173 |
2016 : VISITING ANGELS 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27 |
Total income from all sources (including contributions) | 2016-12-31 | $171,277 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $127,055 |
Value of total assets at end of year | 2016-12-31 | $764,024 |
Value of total assets at beginning of year | 2016-12-31 | $596,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $168 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $46,051 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $27 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $167,605 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $764,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $596,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $764,024 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $596,446 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $44,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $81,004 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,504 |
Contract administrator fees | 2016-12-31 | $168 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RKL LLP |
Accountancy firm EIN | 2016-12-31 | 232108173 |
2015 : VISITING ANGELS 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $27 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $29 |
Total income from all sources (including contributions) | 2015-12-31 | $101,687 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $122,797 |
Value of total assets at end of year | 2015-12-31 | $596,446 |
Value of total assets at beginning of year | 2015-12-31 | $527,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $600 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $69,679 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,514 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $27 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $29 |
Other income not declared elsewhere | 2015-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $68,972 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $596,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $527,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $596,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $527,476 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-21,116 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $40,604 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,115 |
Contract administrator fees | 2015-12-31 | $600 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2015-12-31 | 232108173 |
2014 : VISITING ANGELS 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $29 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $29 |
Total income from all sources (including contributions) | 2014-12-31 | $110,526 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $40,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $39,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $95,001 |
Value of total assets at end of year | 2014-12-31 | $527,476 |
Value of total assets at beginning of year | 2014-12-31 | $457,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $525 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $60,665 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $2,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $29 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $29 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $70,126 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $527,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $457,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $527,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $454,216 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $15,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $34,336 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $39,875 |
Contract administrator fees | 2014-12-31 | $525 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2014-12-31 | 232108173 |