401k Plan data: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN plan

PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PINNACLE HOME CARE, 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PINNACLE HOME CARE has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE HOME CARE

Employer identification number (EIN): 450502569

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about PINNACLE HOME CARE

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-02-14

Company Identification Number: P03000018114

Legal Registered Office Address: 4023 Tampa Rd, Suite 2200

Oldsmar

34677

More information about PINNACLE HOME CARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 SHANE DONALDSON 2024-09-06
001 2019-01-01 SHANE DONALDSON 2023-12-29
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SHANE DONALDSON 2015-08-26
001 2013-01-01 SHANE DONALDSON 2014-06-04
001 2012-01-01 SHANE DONALDSON 2013-08-06
001 2011-01-01 PAUL WORTHINGTON 2012-10-15
001 2010-01-01 PAUL WORTHINGTON 2011-10-17
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	SHANE DONALDSON	2024-09-06
001	2019-01-01	SHANE DONALDSON	2023-12-29
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SHANE DONALDSON	2015-08-26
001	2013-01-01	SHANE DONALDSON	2014-06-04
001	2012-01-01	SHANE DONALDSON	2013-08-06
001	2011-01-01	PAUL WORTHINGTON	2012-10-15
001	2010-01-01	PAUL WORTHINGTON	2011-10-17
001	2007-01-01

Plan Statistics for PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 188
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 216
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 106
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 129
Total participants 2019-01-01 129
Number of participants with account balances 2019-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2020: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	188
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	216
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	106
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	129
Total participants	2019-01-01	129
Number of participants with account balances	2019-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING 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	$7,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,692
Total income from all sources (including contributions)	2020-12-31	$1,022,243
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$601,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$582,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$631,810
Value of total assets at end of year	2020-12-31	$3,685,780
Value of total assets at beginning of year	2020-12-31	$3,265,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,507
Total interest from all sources	2020-12-31	$813
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	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$344,064
Participant contributions at end of year	2020-12-31	$12,559
Participant contributions at beginning of year	2020-12-31	$18,267
Participant contributions at end of year	2020-12-31	$25,002
Participant contributions at beginning of year	2020-12-31	$25,002
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$97,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$7,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$8,692
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$480
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	$421,068
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,677,815
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,256,747
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
Investment advisory and management fees	2020-12-31	$9,889
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,276,174
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,904,095
Interest on participant loans	2020-12-31	$813
Interest earned on other investments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$46,525
Value of interest in common/collective trusts at beginning of year	2020-12-31	$18,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,316,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,289,980
Net investment gain/loss from pooled separate accounts	2020-12-31	$389,620
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	$190,060
Employer contributions (assets) at end of year	2020-12-31	$9,268
Employer contributions (assets) at beginning of year	2020-12-31	$9,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$582,668
Contract administrator fees	2020-12-31	$8,138
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	FRAZIER & DEETER LLC
Accountancy firm EIN	2020-12-31	581433845
2019 : PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,813
Total income from all sources (including contributions)	2019-12-31	$749,977
Total of all expenses incurred	2019-12-31	$1,162,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,156,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$296,956
Value of total assets at end of year	2019-12-31	$3,265,439
Value of total assets at beginning of year	2019-12-31	$3,672,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,985
Total interest from all sources	2019-12-31	$220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$196,909
Participant contributions at end of year	2019-12-31	$18,267
Participant contributions at beginning of year	2019-12-31	$8,264
Participant contributions at end of year	2019-12-31	$25,002
Participant contributions at beginning of year	2019-12-31	$10,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$8,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,813
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	$-412,381
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,256,747
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,669,128
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
Investment advisory and management fees	2019-12-31	$5,985
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,922,922
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,073,376
Interest on participant loans	2019-12-31	$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,289,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,578,653
Net investment gain/loss from pooled separate accounts	2019-12-31	$452,801
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	$100,047
Employer contributions (assets) at end of year	2019-12-31	$9,268
Employer contributions (assets) at beginning of year	2019-12-31	$2,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,156,373
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

Form 5500 Responses for PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

2020: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2007: PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824090

Policy instance

Insurance contract or identification number	GA-824090
Number of Individuals Covered	113
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,601
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-824090

Policy instance

Insurance contract or identification number	GA-824090
Number of Individuals Covered	59
Total amount of commissions paid to insurance broker	USD $10,354
Total amount of fees paid to insurance company	USD $1,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,354
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1760

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	PINNACLE HOME CARE
Employer identification number (EIN):	450502569
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-02-14
Company Identification Number:	P03000018114
Legal Registered Office Address:	4023 Tampa Rd, Suite 2200 Oldsmar 34677