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VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN
Plan identification number 003

VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

VISITING NURSE ASSOCIATION OF FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF FLORIDA, INC.
Employer identification number (EIN):591814769
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE ASSOCIATION OF FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-06-20
Company Identification Number: 743335
Legal Registered Office Address: 2400 S.E. MONTEREY RD., STE. 300

STUART

34996

More information about VISITING NURSE ASSOCIATION OF FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01DONALD R. CROW2024-02-22
0032021-10-01DONALD R. CROW2023-06-30
0032020-10-01DONALD R. CROW2022-06-25
0032019-10-01DONALD R. CROW2021-06-30
0032018-10-01DONALD R. CROW2020-07-15
0032017-10-01DONALD R. CROW2019-06-14
0032016-10-01
0032015-10-01
0032014-10-01
0032013-10-01DONALD R. CROW
0032012-10-01DONALD R. CROW
0032011-10-01DONALD R. CROW
0032010-10-01DONALD R. CROW
0032009-10-01DONALD R. CROW
0032008-10-01

Plan Statistics for VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

Measure Date Value
2023: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets2023-09-301,808,850
Acturial value of plan assets2023-09-301,808,850
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-308
Fundng target for terminated vested participants2023-09-30222,404
Active participant vested funding target2023-09-301,510,470
Number of active participants2023-09-3019
Total funding liabilities for active participants2023-09-301,510,470
Total participant count2023-09-3027
Total funding target for all participants2023-09-301,732,874
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-3066,258
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-3069,988
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-3045,000
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-3043,203
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-300
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-3043,203
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0126
Total number of active participants reported on line 7a of the Form 55002022-10-0113
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0111
Total of all active and inactive participants2022-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
Market value of plan assets2022-09-302,001,529
Acturial value of plan assets2022-09-302,001,529
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-3011
Fundng target for terminated vested participants2022-09-30234,170
Active participant vested funding target2022-09-301,447,044
Number of active participants2022-09-3022
Total funding liabilities for active participants2022-09-301,447,044
Total participant count2022-09-3033
Total funding target for all participants2022-09-301,681,214
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-30112,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30118,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-3070,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-3066,258
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-300
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-3066,258
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0133
Total number of active participants reported on line 7a of the Form 55002021-10-0119
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-018
Total of all active and inactive participants2021-10-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-304,121,093
Acturial value of plan assets2021-09-304,121,093
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-3013
Fundng target for terminated vested participants2021-09-30301,831
Active participant vested funding target2021-09-303,237,594
Number of active participants2021-09-3026
Total funding liabilities for active participants2021-09-303,245,406
Total participant count2021-09-3039
Total funding target for all participants2021-09-303,547,237
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-3093,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3098,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30120,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30112,309
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-300
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-30112,309
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0139
Total number of active participants reported on line 7a of the Form 55002020-10-0121
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0110
Total of all active and inactive participants2020-10-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-304,244,504
Acturial value of plan assets2020-09-304,244,504
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-3011
Fundng target for terminated vested participants2020-09-30159,215
Active participant vested funding target2020-09-303,664,986
Number of active participants2020-09-3033
Total funding liabilities for active participants2020-09-303,672,528
Total participant count2020-09-3044
Total funding target for all participants2020-09-303,831,743
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3094,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30100,089
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30100,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3093,346
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-300
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-3093,346
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0144
Total number of active participants reported on line 7a of the Form 55002019-10-0126
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0112
Total of all active and inactive participants2019-10-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-304,177,718
Acturial value of plan assets2019-09-304,177,718
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-3013
Fundng target for terminated vested participants2019-09-30214,977
Active participant vested funding target2019-09-303,435,907
Number of active participants2019-09-3036
Total funding liabilities for active participants2019-09-303,442,862
Total participant count2019-09-3049
Total funding target for all participants2019-09-303,657,839
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3018,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3020,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30100,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3094,692
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-300
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-3094,692
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0149
Total number of active participants reported on line 7a of the Form 55002018-10-0133
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0111
Total of all active and inactive participants2018-10-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-304,015,860
Acturial value of plan assets2018-09-304,015,860
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-3016
Fundng target for terminated vested participants2018-09-30215,430
Active participant vested funding target2018-09-303,255,428
Number of active participants2018-09-3040
Total funding liabilities for active participants2018-09-303,265,000
Total participant count2018-09-3056
Total funding target for all participants2018-09-303,480,430
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3091,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3096,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-3020,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-3018,934
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-300
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-3018,934
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0156
Total number of active participants reported on line 7a of the Form 55002017-10-0136
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0113
Total of all active and inactive participants2017-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-304,452,186
Acturial value of plan assets2017-09-304,452,186
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-3019
Fundng target for terminated vested participants2017-09-30246,882
Active participant vested funding target2017-09-303,617,182
Number of active participants2017-09-3043
Total funding liabilities for active participants2017-09-303,641,869
Total participant count2017-09-3062
Total funding target for all participants2017-09-303,888,751
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30126,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30134,108
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30100,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3091,063
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-3091,063
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0162
Total number of active participants reported on line 7a of the Form 55002016-10-0140
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0117
Total of all active and inactive participants2016-10-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0169
Total number of active participants reported on line 7a of the Form 55002015-10-0143
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0119
Total of all active and inactive participants2015-10-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0187
Total number of active participants reported on line 7a of the Form 55002014-10-0149
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0120
Total of all active and inactive participants2014-10-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01126
Total number of active participants reported on line 7a of the Form 55002013-10-0157
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0130
Total of all active and inactive participants2013-10-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0187
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01151
Total number of active participants reported on line 7a of the Form 55002012-10-0173
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0131
Total of all active and inactive participants2012-10-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0128
2011: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01161
Total number of active participants reported on line 7a of the Form 55002011-10-01103
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0148
Total of all active and inactive participants2011-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0131
2010: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01135
Total number of active participants reported on line 7a of the Form 55002010-10-01110
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0137
Total of all active and inactive participants2010-10-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-015
2009: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01134
Total number of active participants reported on line 7a of the Form 55002009-10-0177
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0146
Total of all active and inactive participants2009-10-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0111

Financial Data on VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

Measure Date Value
2023 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$242,318
Expenses. Total of all expenses incurred2023-09-30$41,506
Benefits paid (including direct rollovers)2023-09-30$23,011
Total plan assets at end of year2023-09-30$2,009,954
Total plan assets at beginning of year2023-09-30$1,809,142
Value of fidelity bond covering the plan2023-09-30$500,000
Total contributions received or receivable from participants2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$197,318
Noncash contributions received2023-09-30$0
Net income (gross income less expenses)2023-09-30$200,812
Net plan assets at end of year (total assets less liabilities)2023-09-30$2,009,954
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$1,809,142
Total contributions received or receivable from employer(s)2023-09-30$45,000
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$18,495
2022 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-57,697
Expenses. Total of all expenses incurred2022-09-30$136,283
Benefits paid (including direct rollovers)2022-09-30$117,304
Total plan assets at end of year2022-09-30$1,809,142
Total plan assets at beginning of year2022-09-30$2,003,122
Value of fidelity bond covering the plan2022-09-30$500,000
Total contributions received or receivable from participants2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-127,697
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-193,980
Net plan assets at end of year (total assets less liabilities)2022-09-30$1,809,142
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$2,003,122
Total contributions received or receivable from employer(s)2022-09-30$70,000
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$18,979
2021 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$668,967
Expenses. Total of all expenses incurred2021-09-30$2,788,470
Benefits paid (including direct rollovers)2021-09-30$2,752,599
Total plan assets at end of year2021-09-30$2,003,122
Total plan assets at beginning of year2021-09-30$4,122,625
Value of fidelity bond covering the plan2021-09-30$500,000
Total contributions received or receivable from participants2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$548,967
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$-2,119,503
Net plan assets at end of year (total assets less liabilities)2021-09-30$2,003,122
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$4,122,625
Total contributions received or receivable from employer(s)2021-09-30$120,000
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$35,871
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$442,472
Expenses. Total of all expenses incurred2020-09-30$564,351
Benefits paid (including direct rollovers)2020-09-30$519,165
Total plan assets at end of year2020-09-30$4,122,625
Total plan assets at beginning of year2020-09-30$4,244,504
Value of fidelity bond covering the plan2020-09-30$500,000
Total contributions received or receivable from participants2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$342,472
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$-121,879
Net plan assets at end of year (total assets less liabilities)2020-09-30$4,122,625
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$4,244,504
Total contributions received or receivable from employer(s)2020-09-30$100,000
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$45,186
2019 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$221,178
Expenses. Total of all expenses incurred2019-09-30$154,392
Benefits paid (including direct rollovers)2019-09-30$111,213
Total plan assets at end of year2019-09-30$4,244,504
Total plan assets at beginning of year2019-09-30$4,177,718
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$0
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$121,178
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$66,786
Net plan assets at end of year (total assets less liabilities)2019-09-30$4,244,504
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$4,177,718
Total contributions received or receivable from employer(s)2019-09-30$100,000
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$43,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$469,911
Expenses. Total of all expenses incurred2017-09-30$902,527
Benefits paid (including direct rollovers)2017-09-30$859,716
Total plan assets at end of year2017-09-30$4,019,570
Total plan assets at beginning of year2017-09-30$4,452,186
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$369,911
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$-432,616
Net plan assets at end of year (total assets less liabilities)2017-09-30$4,019,570
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$4,452,186
Total contributions received or receivable from employer(s)2017-09-30$100,000
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$42,811
2016 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$1,446
Total income from all sources2016-09-30$527,320
Expenses. Total of all expenses incurred2016-09-30$270,328
Benefits paid (including direct rollovers)2016-09-30$226,619
Total plan assets at end of year2016-09-30$4,452,186
Total plan assets at beginning of year2016-09-30$4,196,640
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$395,320
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$256,992
Net plan assets at end of year (total assets less liabilities)2016-09-30$4,452,186
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$4,195,194
Total contributions received or receivable from employer(s)2016-09-30$132,000
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$43,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$1,446
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$-99,213
Expenses. Total of all expenses incurred2015-09-30$325,980
Benefits paid (including direct rollovers)2015-09-30$281,892
Total plan assets at end of year2015-09-30$4,196,640
Total plan assets at beginning of year2015-09-30$4,620,387
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-147,213
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-425,193
Net plan assets at end of year (total assets less liabilities)2015-09-30$4,195,194
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$4,620,387
Total contributions received or receivable from employer(s)2015-09-30$48,000
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$44,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$200,977
Total unrealized appreciation/depreciation of assets2014-09-30$200,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$580,905
Total loss/gain on sale of assets2014-09-30$73,224
Total of all expenses incurred2014-09-30$956,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$908,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$195,000
Value of total assets at end of year2014-09-30$4,620,387
Value of total assets at beginning of year2014-09-30$4,996,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$48,653
Total interest from all sources2014-09-30$46,409
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$65,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$15,314
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$15,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$1,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$500
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$54,176
Total non interest bearing cash at beginning of year2014-09-30$6,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-375,851
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,620,387
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,996,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$48,653
Income. Interest from US Government securities2014-09-30$3,594
Income. Interest from corporate debt instruments2014-09-30$42,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$299,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$392,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$392,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$125
Asset value of US Government securities at end of year2014-09-30$172,211
Asset value of US Government securities at beginning of year2014-09-30$198,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$195,000
Employer contributions (assets) at end of year2014-09-30$195,000
Employer contributions (assets) at beginning of year2014-09-30$156,539
Income. Dividends from common stock2014-09-30$65,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$908,103
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$1,386,548
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$1,372,143
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$2,496,701
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$2,853,661
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$1,601,421
Aggregate carrying amount (costs) on sale of assets2014-09-30$1,528,197
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30GRIBBON & BRONKHORST, LLC
Accountancy firm EIN2014-09-30651220382
2013 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$341,970
Total unrealized appreciation/depreciation of assets2013-09-30$341,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$15,209
Total income from all sources (including contributions)2013-09-30$614,096
Total loss/gain on sale of assets2013-09-30$-103,722
Total of all expenses incurred2013-09-30$1,255,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,203,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$250,000
Value of total assets at end of year2013-09-30$4,996,238
Value of total assets at beginning of year2013-09-30$5,652,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$51,739
Total interest from all sources2013-09-30$49,663
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$76,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$15,686
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$17,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$15,209
Total non interest bearing cash at end of year2013-09-30$6,669
Total non interest bearing cash at beginning of year2013-09-30$21,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-641,259
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,996,238
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,637,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$51,739
Income. Interest from US Government securities2013-09-30$3,869
Income. Interest from corporate debt instruments2013-09-30$45,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$392,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$569,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$569,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$221
Asset value of US Government securities at end of year2013-09-30$198,274
Asset value of US Government securities at beginning of year2013-09-30$504,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$250,000
Employer contributions (assets) at end of year2013-09-30$156,539
Employer contributions (assets) at beginning of year2013-09-30$431,539
Income. Dividends from common stock2013-09-30$76,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,203,616
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$1,372,143
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$1,405,411
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$2,853,661
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$2,701,827
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$2,134,816
Aggregate carrying amount (costs) on sale of assets2013-09-30$2,238,538
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30GRIBBON & BRONKHORST, LLC
Accountancy firm EIN2013-09-30651220382
2012 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$444,999
Total unrealized appreciation/depreciation of assets2012-09-30$444,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$15,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,639,035
Total loss/gain on sale of assets2012-09-30$106,679
Total of all expenses incurred2012-09-30$82,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$35,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$963,512
Value of total assets at end of year2012-09-30$5,652,706
Value of total assets at beginning of year2012-09-30$4,080,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$46,290
Total interest from all sources2012-09-30$50,057
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$73,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$17,905
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$15,310
Administrative expenses (other) incurred2012-09-30$2,463
Liabilities. Value of operating payables at end of year2012-09-30$15,209
Total non interest bearing cash at end of year2012-09-30$21,974
Total non interest bearing cash at beginning of year2012-09-30$6,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,556,791
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,637,497
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,080,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$43,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$18,400
Income. Interest from US Government securities2012-09-30$3,138
Income. Interest from corporate debt instruments2012-09-30$46,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$569,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$424,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$424,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$265
Asset value of US Government securities at end of year2012-09-30$504,343
Asset value of US Government securities at beginning of year2012-09-30$199,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$963,512
Employer contributions (assets) at end of year2012-09-30$431,539
Employer contributions (assets) at beginning of year2012-09-30$193,027
Income. Dividends from preferred stock2012-09-30$975
Income. Dividends from common stock2012-09-30$72,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$35,954
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$1,405,411
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$1,210,440
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$2,701,827
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$2,012,917
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$1,297,306
Aggregate carrying amount (costs) on sale of assets2012-09-30$1,190,627
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30GRIBBON & BRONKHORST, LLC
Accountancy firm EIN2012-09-30651220382
2011 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$-109,007
Total unrealized appreciation/depreciation of assets2011-09-30$-109,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$730,868
Total loss/gain on sale of assets2011-09-30$21,701
Total of all expenses incurred2011-09-30$309,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$272,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$713,027
Value of total assets at end of year2011-09-30$4,080,706
Value of total assets at beginning of year2011-09-30$3,659,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$37,606
Total interest from all sources2011-09-30$44,694
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$60,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$15,310
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$13,409
Administrative expenses (other) incurred2011-09-30$1,640
Total non interest bearing cash at end of year2011-09-30$6,765
Total non interest bearing cash at beginning of year2011-09-30$1,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$421,155
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,080,706
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,659,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$35,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$18,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$35,600
Income. Interest from US Government securities2011-09-30$6,916
Income. Interest from corporate debt instruments2011-09-30$36,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$424,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$466,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$466,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$869
Asset value of US Government securities at end of year2011-09-30$199,794
Asset value of US Government securities at beginning of year2011-09-30$467,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$713,027
Employer contributions (assets) at end of year2011-09-30$193,027
Employer contributions (assets) at beginning of year2011-09-30$230,000
Income. Dividends from preferred stock2011-09-30$1,950
Income. Dividends from common stock2011-09-30$58,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$272,107
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$1,210,440
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$679,665
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$2,012,917
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$1,765,279
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,614,574
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,592,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30GRIBBON & BRONKHORST, LLC
Accountancy firm EIN2011-09-30651220382
2010 : VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

2022: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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