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THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN
Plan identification number 001

THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE has sponsored the creation of one or more 401k plans.

Company Name:THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE
Employer identification number (EIN):465683882
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ANDREW MORRIS2020-11-30
0012020-01-01
0012019-01-01ANDREW MORRIS2020-07-17
0012018-01-01ANDREW NOEL MORRIS2019-10-03
0012017-01-01ANDREW NOEL MORRIS2018-10-11
0012016-01-01ANDREW NOEL MORRIS2017-10-04

Plan Statistics for THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-27$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-27$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-27$0
Total income from all sources (including contributions)2020-04-27$-244,150
Total loss/gain on sale of assets2020-04-27$0
Total of all expenses incurred2020-04-27$7,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-27$5,958
Expenses. Certain deemed distributions of participant loans2020-04-27$0
Value of total corrective distributions2020-04-27$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-27$18,356
Value of total assets at end of year2020-04-27$0
Value of total assets at beginning of year2020-04-27$252,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-27$1,992
Total interest from all sources2020-04-27$0
Total dividends received (eg from common stock, registered investment company shares)2020-04-27$77
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-27No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-27$77
Assets. Real estate other than employer real property at end of year2020-04-27$0
Assets. Real estate other than employer real property at beginning of year2020-04-27$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-04-27$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-04-27$0
Was this plan covered by a fidelity bond2020-04-27No
If this is an individual account plan, was there a blackout period2020-04-27No
Were there any nonexempt tranactions with any party-in-interest2020-04-27No
Contributions received from participants2020-04-27$12,447
Participant contributions at end of year2020-04-27$0
Participant contributions at beginning of year2020-04-27$0
Participant contributions at end of year2020-04-27$0
Participant contributions at beginning of year2020-04-27$0
Assets. Other investments not covered elsewhere at end of year2020-04-27$0
Assets. Other investments not covered elsewhere at beginning of year2020-04-27$0
Income. Received or receivable in cash from other sources (including rollovers)2020-04-27$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-27$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-27$0
Assets. Loans (other than to participants) at end of year2020-04-27$0
Assets. Loans (other than to participants) at beginning of year2020-04-27$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-27$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-27$0
Administrative expenses (other) incurred2020-04-27$0
Liabilities. Value of operating payables at end of year2020-04-27$0
Liabilities. Value of operating payables at beginning of year2020-04-27$0
Total non interest bearing cash at end of year2020-04-27$0
Total non interest bearing cash at beginning of year2020-04-27$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-27No
Value of net income/loss2020-04-27$-252,100
Value of net assets at end of year (total assets less liabilities)2020-04-27$0
Value of net assets at beginning of year (total assets less liabilities)2020-04-27$252,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-27No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-27No
Were any leases to which the plan was party in default or uncollectible2020-04-27No
Assets. partnership/joint venture interests at end of year2020-04-27$0
Assets. partnership/joint venture interests at beginning of year2020-04-27$0
Investment advisory and management fees2020-04-27$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-27$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-27$252,075
Value of interest in pooled separate accounts at end of year2020-04-27$0
Value of interest in pooled separate accounts at beginning of year2020-04-27$0
Interest on participant loans2020-04-27$0
Value of interest in master investment trust accounts at end of year2020-04-27$0
Value of interest in master investment trust accounts at beginning of year2020-04-27$0
Value of interest in common/collective trusts at end of year2020-04-27$0
Value of interest in common/collective trusts at beginning of year2020-04-27$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-27$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-27$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-27$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-27$0
Assets. Value of investments in 103.12 investment entities at end of year2020-04-27$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-04-27$0
Asset value of US Government securities at end of year2020-04-27$0
Asset value of US Government securities at beginning of year2020-04-27$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-27$-262,583
Net investment gain/loss from pooled separate accounts2020-04-27$0
Net investment gain or loss from common/collective trusts2020-04-27$0
Net gain/loss from 103.12 investment entities2020-04-27$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-27No
Was there a failure to transmit to the plan any participant contributions2020-04-27No
Has the plan failed to provide any benefit when due under the plan2020-04-27No
Assets. Invements in employer securities at end of year2020-04-27$0
Assets. Invements in employer securities at beginning of year2020-04-27$0
Assets. Value of employer real property at end of year2020-04-27$0
Assets. Value of employer real property at beginning of year2020-04-27$0
Contributions received in cash from employer2020-04-27$5,909
Employer contributions (assets) at end of year2020-04-27$0
Employer contributions (assets) at beginning of year2020-04-27$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-27$5,958
Asset. Corporate debt instrument preferred debt at end of year2020-04-27$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-04-27$0
Asset. Corporate debt instrument debt (other) at end of year2020-04-27$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-27$0
Contract administrator fees2020-04-27$1,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-27No
Assets. Corporate common stocks other than exployer securities at end of year2020-04-27$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-27$0
Liabilities. Value of benefit claims payable at end of year2020-04-27$0
Liabilities. Value of benefit claims payable at beginning of year2020-04-27$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-27$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-27$0
Did the plan have assets held for investment2020-04-27Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-27No
Liabilities. Value of acquisition indebtedness at end of year2020-04-27$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-04-27$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-27No
Opinion of an independent qualified public accountant for this plan2020-04-27Unqualified

Form 5500 Responses for THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN

2020: THREE RIVERS SENIOR SERVICES, INC. DBA HOME INSTEAD SENIOR CARE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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