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HOME CARE DELIVERED, INC. 401(K) PLAN 401k Plan overview

Plan NameHOME CARE DELIVERED, INC. 401(K) PLAN
Plan identification number 001

HOME CARE DELIVERED, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HOME CARE DELIVERED, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME CARE DELIVERED, INC.
Employer identification number (EIN):541818883
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOME CARE DELIVERED, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1996-08-15
Company Identification Number: 0470485
Legal Registered Office Address: 11013 WEST BROAD STREET 4TH FL
919 EAST MAIN STREET, 24TH FLOOR
GLEN ALLEN
United States of America (USA)
23060

More information about HOME CARE DELIVERED, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRI SIBLEY
0012017-01-01TERRI SIBLEY
0012017-01-012018-08-30
0012016-01-01TERRI SIBLEY TERRI SIBLEY2017-08-15
0012015-01-01TERESA SIBLEY
0012014-01-01DARCY FURR DARCY FURR2015-07-28
0012014-01-01DARCY FURR DARCY FURR2015-07-31
0012013-01-01DARCY FURR DARCY FURR2014-10-14
0012012-01-01DARCY FURR2013-06-20 DARCY FURR2013-06-20
0012011-01-01DARCY FURR2012-04-11 DARCY FURR2012-04-11
0012010-01-01DARCY FURR2011-07-07 DARCY FURR2011-07-07

Plan Statistics for HOME CARE DELIVERED, INC. 401(K) PLAN

401k plan membership statisitcs for HOME CARE DELIVERED, INC. 401(K) PLAN

Measure Date Value
2023: HOME CARE DELIVERED, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01354
Total number of active participants reported on line 7a of the Form 55002023-01-01259
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0145
Total of all active and inactive participants2023-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01304
Number of participants with account balances2023-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0148
2022: HOME CARE DELIVERED, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01351
Total number of active participants reported on line 7a of the Form 55002022-01-01287
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01328
Number of participants with account balances2022-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0163
2021: HOME CARE DELIVERED, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01219
Total number of active participants reported on line 7a of the Form 55002021-01-01231
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01262
Number of participants with account balances2021-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: HOME CARE DELIVERED, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01202
Number of participants with account balances2020-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: HOME CARE DELIVERED, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: HOME CARE DELIVERED, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: HOME CARE DELIVERED, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: HOME CARE DELIVERED, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: HOME CARE DELIVERED, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: HOME CARE DELIVERED, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: HOME CARE DELIVERED, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131

Financial Data on HOME CARE DELIVERED, INC. 401(K) PLAN

Measure Date Value
2023 : HOME CARE DELIVERED, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,473,629
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,535,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,484,641
Expenses. Certain deemed distributions of participant loans2023-12-31$395
Value of total corrective distributions2023-12-31$12,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,897,511
Value of total assets at end of year2023-12-31$10,509,341
Value of total assets at beginning of year2023-12-31$8,571,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,199
Total interest from all sources2023-12-31$5,482
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$273,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$273,530
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,277,547
Participant contributions at end of year2023-12-31$110,948
Participant contributions at beginning of year2023-12-31$92,752
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$225,933
Other income not declared elsewhere2023-12-31$61,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,938,309
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,509,341
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,571,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,286,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,404,655
Interest on participant loans2023-12-31$5,482
Value of interest in common/collective trusts at end of year2023-12-31$111,681
Value of interest in common/collective trusts at beginning of year2023-12-31$73,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,233,250
Net investment gain or loss from common/collective trusts2023-12-31$2,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$394,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,484,641
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : HOME CARE DELIVERED, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$1,224,276
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$832,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$798,585
Expenses. Certain deemed distributions of participant loans2022-12-31$549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,639,937
Value of total assets at end of year2022-12-31$8,571,032
Value of total assets at beginning of year2022-12-31$8,179,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,413
Total interest from all sources2022-12-31$4,368
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$321,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$321,704
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,349,944
Participant contributions at end of year2022-12-31$92,752
Participant contributions at beginning of year2022-12-31$65,751
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$868,666
Administrative expenses (other) incurred2022-12-31$33,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$391,729
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,571,032
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,179,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,404,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,039,238
Interest on participant loans2022-12-31$4,368
Value of interest in common/collective trusts at end of year2022-12-31$73,625
Value of interest in common/collective trusts at beginning of year2022-12-31$74,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,743,632
Net investment gain or loss from common/collective trusts2022-12-31$1,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$421,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$798,585
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : HOME CARE DELIVERED, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,408,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$643,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$613,533
Expenses. Certain deemed distributions of participant loans2021-12-31$3,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,431,683
Value of total assets at end of year2021-12-31$8,179,303
Value of total assets at beginning of year2021-12-31$6,413,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,593
Total interest from all sources2021-12-31$6,247
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$231,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$231,488
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,058,169
Participant contributions at end of year2021-12-31$65,751
Participant contributions at beginning of year2021-12-31$55,647
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,832
Administrative expenses (other) incurred2021-12-31$26,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,765,512
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,179,303
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,413,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,039,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,236,272
Interest on participant loans2021-12-31$6,247
Value of interest in common/collective trusts at end of year2021-12-31$74,314
Value of interest in common/collective trusts at beginning of year2021-12-31$121,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$737,595
Net investment gain or loss from common/collective trusts2021-12-31$1,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$347,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$613,533
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HOME CARE DELIVERED, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,105,022
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$490,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$467,520
Expenses. Certain deemed distributions of participant loans2020-12-31$4,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,242,766
Value of total assets at end of year2020-12-31$6,413,791
Value of total assets at beginning of year2020-12-31$4,799,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,314
Total interest from all sources2020-12-31$7,260
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$161,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$161,095
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$480,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$715,357
Participant contributions at end of year2020-12-31$55,647
Participant contributions at beginning of year2020-12-31$77,189
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$298,088
Other income not declared elsewhere2020-12-31$2,246
Administrative expenses (other) incurred2020-12-31$18,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,614,314
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,413,791
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,799,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,236,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,461,491
Interest on participant loans2020-12-31$7,260
Value of interest in common/collective trusts at end of year2020-12-31$121,872
Value of interest in common/collective trusts at beginning of year2020-12-31$260,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$688,372
Net investment gain or loss from common/collective trusts2020-12-31$3,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$229,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$467,520
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : HOME CARE DELIVERED, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,673,877
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$469,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$402,566
Expenses. Certain deemed distributions of participant loans2019-12-31$47,910
Value of total corrective distributions2019-12-31$299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$839,384
Value of total assets at end of year2019-12-31$4,799,477
Value of total assets at beginning of year2019-12-31$3,595,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,022
Total interest from all sources2019-12-31$5,247
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$119,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$119,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$603,886
Participant contributions at end of year2019-12-31$77,189
Participant contributions at beginning of year2019-12-31$64,167
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,361
Administrative expenses (other) incurred2019-12-31$19,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,204,080
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,799,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,595,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,461,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,351,170
Interest on participant loans2019-12-31$5,247
Value of interest in common/collective trusts at end of year2019-12-31$260,797
Value of interest in common/collective trusts at beginning of year2019-12-31$180,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$702,474
Net investment gain or loss from common/collective trusts2019-12-31$7,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$194,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$402,566
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : HOME CARE DELIVERED, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$859,291
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$374,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$358,439
Expenses. Certain deemed distributions of participant loans2018-12-31$333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,081,288
Value of total assets at end of year2018-12-31$3,595,397
Value of total assets at beginning of year2018-12-31$3,110,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,417
Total interest from all sources2018-12-31$2,348
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$135,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$135,514
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$385,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$529,040
Participant contributions at end of year2018-12-31$64,167
Participant contributions at beginning of year2018-12-31$26,153
Participant contributions at beginning of year2018-12-31$14,852
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$367,841
Other income not declared elsewhere2018-12-31$170
Administrative expenses (other) incurred2018-12-31$15,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$485,102
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,595,397
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,110,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,351,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,894,795
Interest on participant loans2018-12-31$2,348
Value of interest in common/collective trusts at end of year2018-12-31$180,060
Value of interest in common/collective trusts at beginning of year2018-12-31$169,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-365,320
Net investment gain or loss from common/collective trusts2018-12-31$5,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$184,407
Employer contributions (assets) at beginning of year2018-12-31$4,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$358,439
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : HOME CARE DELIVERED, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$955,519
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$314,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$301,221
Expenses. Certain deemed distributions of participant loans2017-12-31$317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$498,784
Value of total assets at end of year2017-12-31$3,110,295
Value of total assets at beginning of year2017-12-31$2,469,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,396
Total interest from all sources2017-12-31$1,064
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$73,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$73,647
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$247,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$358,977
Participant contributions at end of year2017-12-31$26,153
Participant contributions at beginning of year2017-12-31$25,769
Participant contributions at end of year2017-12-31$14,852
Participant contributions at beginning of year2017-12-31$10,787
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,734
Other income not declared elsewhere2017-12-31$42
Administrative expenses (other) incurred2017-12-31$13,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$640,585
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,110,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,469,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,894,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,287,582
Interest on participant loans2017-12-31$1,064
Value of interest in common/collective trusts at end of year2017-12-31$169,535
Value of interest in common/collective trusts at beginning of year2017-12-31$144,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$378,124
Net investment gain or loss from common/collective trusts2017-12-31$3,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$119,073
Employer contributions (assets) at end of year2017-12-31$4,960
Employer contributions (assets) at beginning of year2017-12-31$654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$301,221
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : HOME CARE DELIVERED, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$0
Total income from all sources (including contributions)2016-12-31$586,152
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$261,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$238,212
Expenses. Certain deemed distributions of participant loans2016-12-31$7,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$394,332
Value of total assets at end of year2016-12-31$2,469,710
Value of total assets at beginning of year2016-12-31$2,144,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,637
Total interest from all sources2016-12-31$1,152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$64,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$64,431
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$291,665
Participant contributions at end of year2016-12-31$25,769
Participant contributions at beginning of year2016-12-31$32,261
Participant contributions at end of year2016-12-31$10,787
Participant contributions at beginning of year2016-12-31$9,893
Other income not declared elsewhere2016-12-31$4,503
Administrative expenses (other) incurred2016-12-31$15,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$324,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,469,710
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,144,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,287,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,034,339
Interest on participant loans2016-12-31$1,152
Value of interest in common/collective trusts at end of year2016-12-31$144,918
Value of interest in common/collective trusts at beginning of year2016-12-31$64,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,582
Net investment gain or loss from common/collective trusts2016-12-31$3,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$102,667
Employer contributions (assets) at end of year2016-12-31$654
Employer contributions (assets) at beginning of year2016-12-31$3,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$238,212
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : HOME CARE DELIVERED, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$381,707
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$432,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$417,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$422,580
Value of total assets at end of year2015-12-31$2,144,890
Value of total assets at beginning of year2015-12-31$2,195,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,413
Total interest from all sources2015-12-31$1,545
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$76,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$76,010
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$263,100
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$295,760
Participant contributions at end of year2015-12-31$32,261
Participant contributions at beginning of year2015-12-31$44,381
Participant contributions at end of year2015-12-31$9,893
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,267
Administrative expenses (other) incurred2015-12-31$14,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-50,595
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,144,890
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,195,485
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,034,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$739,558
Value of interest in pooled separate accounts at beginning of year2015-12-31$194,347
Interest on participant loans2015-12-31$1,545
Value of interest in common/collective trusts at end of year2015-12-31$64,619
Value of interest in common/collective trusts at beginning of year2015-12-31$1,217,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-118,428
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
Contributions received in cash from employer2015-12-31$124,553
Employer contributions (assets) at end of year2015-12-31$3,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$417,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
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 name2015-12-31DIXON, HUGHES, GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : HOME CARE DELIVERED, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$564,542
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$269,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$257,295
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$414,550
Value of total assets at end of year2014-12-31$2,195,485
Value of total assets at beginning of year2014-12-31$1,900,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,068
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,652
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,037
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$7,037
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$261,033
Participant contributions at end of year2014-12-31$44,381
Participant contributions at beginning of year2014-12-31$30,795
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$295,179
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,195,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,900,306
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$9,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$739,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$627,052
Value of interest in pooled separate accounts at end of year2014-12-31$194,347
Value of interest in pooled separate accounts at beginning of year2014-12-31$122,947
Interest on participant loans2014-12-31$1,652
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$1,217,199
Value of interest in common/collective trusts at beginning of year2014-12-31$1,119,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$47,593
Net investment gain/loss from pooled separate accounts2014-12-31$18,012
Net investment gain or loss from common/collective trusts2014-12-31$75,698
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Contributions received in cash from employer2014-12-31$91,013
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$257,295
Contract administrator fees2014-12-31$2,722
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 plan2014-12-31Qualified
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2014-12-31560747981
2013 : HOME CARE DELIVERED, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$714,490
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$257,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$249,066
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$418,172
Value of total assets at end of year2013-12-31$1,900,306
Value of total assets at beginning of year2013-12-31$1,443,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,208
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,166
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$7,166
Administrative expenses professional fees incurred2013-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$189,950
Participant contributions at end of year2013-12-31$30,795
Participant contributions at beginning of year2013-12-31$55,372
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$158,470
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$457,216
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,900,306
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,443,090
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$627,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$518,679
Value of interest in pooled separate accounts at end of year2013-12-31$122,947
Value of interest in pooled separate accounts at beginning of year2013-12-31$121,058
Interest on participant loans2013-12-31$1,459
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,119,512
Value of interest in common/collective trusts at beginning of year2013-12-31$747,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$114,955
Net investment gain/loss from pooled separate accounts2013-12-31$26,125
Net investment gain or loss from common/collective trusts2013-12-31$146,613
Net gain/loss from 103.12 investment entities2013-12-31$0
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$69,752
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$249,066
Contract administrator fees2013-12-31$2,208
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981

Form 5500 Responses for HOME CARE DELIVERED, INC. 401(K) PLAN

2023: HOME CARE DELIVERED, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HOME CARE DELIVERED, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOME CARE DELIVERED, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOME CARE DELIVERED, INC. 401(K) 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOME CARE DELIVERED, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOME CARE DELIVERED, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOME CARE DELIVERED, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME CARE DELIVERED, INC. 401(K) 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOME CARE DELIVERED, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOME CARE DELIVERED, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOME CARE DELIVERED, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615329
Policy instance 1
Insurance contract or identification number615329
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615329
Policy instance 1
Insurance contract or identification number615329
Number of Individuals Covered165
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615329
Policy instance 1
Insurance contract or identification number615329
Number of Individuals Covered136
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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