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VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN
Plan identification number 001

VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

ASOCIACION DE ENFERMERIA VISITANTE GREGORIA AUFFANT, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASOCIACION DE ENFERMERIA VISITANTE GREGORIA AUFFANT, INC.
Employer identification number (EIN):660266845
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01EVELYN MONTALVO2019-01-14 EVELYN MONTALVO2019-01-14
0012016-07-01EVELYN MONTALVO2018-07-07
0012015-07-01EVELYN MONTALVO2017-01-24
0012014-07-01EVELYN MONTALVO2016-03-04
0012014-07-01EVELYN MONTALVO2016-03-04
0012013-07-01
0012012-07-01REBECCA TORRES2014-04-23
0012011-07-01CAMERON KELLY2013-03-29
0012010-07-01CAMERON KELLY2012-01-03

Plan Statistics for VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018: VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-06-30431,496
Acturial value of plan assets2018-06-30431,496
Funding target for retired participants and beneficiaries receiving payment2018-06-30407,664
Number of terminated vested participants2018-06-3020
Fundng target for terminated vested participants2018-06-30179,206
Active participant vested funding target2018-06-30452,392
Number of active participants2018-06-3013
Total funding liabilities for active participants2018-06-30452,392
Total participant count2018-06-3045
Total funding target for all participants2018-06-301,039,262
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3015,092
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-306,500
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-30730,579
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-306,500
Remaining amount of unpaid minimum required contributions2018-06-30724,079
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-30607,766
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30145,348
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30145,348
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-30145,348
Unpaid minimum required contributions for all years2018-06-30869,427
2017: VISITING NURSE ASSOCIATION GREGORIA AUFFANT, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-06-30492,916
Acturial value of plan assets2017-06-30492,916
Funding target for retired participants and beneficiaries receiving payment2017-06-30416,903
Number of terminated vested participants2017-06-3021
Fundng target for terminated vested participants2017-06-30195,278
Active participant vested funding target2017-06-30416,476
Number of active participants2017-06-3013
Total funding liabilities for active participants2017-06-30416,476
Total participant count2017-06-3046
Total funding target for all participants2017-06-301,028,657
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3013,377
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-306,595
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-30614,539
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-306,595
Remaining amount of unpaid minimum required contributions2017-06-30607,944
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-30535,741
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30122,635
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30122,635
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-30122,635
Unpaid minimum required contributions for all years2017-06-30730,579

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