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FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameFAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • 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

GERAS has sponsored the creation of one or more 401k plans.

Company Name:GERAS
Employer identification number (EIN):822989828
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about GERAS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2017-11-22
Company Identification Number: 604180775
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about GERAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DAVID LAWRENCE
0012017-01-01PLAN SPONSOR

Plan Statistics for FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01250
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01243
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-11-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-30$0
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total transfer of assets from this plan2018-11-30$1,332,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Expenses. Interest paid2018-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-11-30$0
Total income from all sources (including contributions)2018-11-30$20,169
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$710,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$709,447
Expenses. Certain deemed distributions of participant loans2018-11-30$0
Value of total corrective distributions2018-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$0
Value of total assets at end of year2018-11-30$0
Value of total assets at beginning of year2018-11-30$2,022,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$725
Total income from rents2018-11-30$0
Total interest from all sources2018-11-30$729
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$13,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$13,947
Assets. Real estate other than employer real property at end of year2018-11-30$0
Assets. Real estate other than employer real property at beginning of year2018-11-30$0
Administrative expenses professional fees incurred2018-11-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-11-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-11-30$0
Was this plan covered by a fidelity bond2018-11-30No
If this is an individual account plan, was there a blackout period2018-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$0
Participant contributions at end of year2018-11-30$0
Participant contributions at beginning of year2018-11-30$21,411
Participant contributions at end of year2018-11-30$0
Participant contributions at beginning of year2018-11-30$0
Assets. Other investments not covered elsewhere at end of year2018-11-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-30$0
Assets. Loans (other than to participants) at end of year2018-11-30$0
Assets. Loans (other than to participants) at beginning of year2018-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-30$0
Other income not declared elsewhere2018-11-30$-2,658
Administrative expenses (other) incurred2018-11-30$0
Total non interest bearing cash at end of year2018-11-30$0
Total non interest bearing cash at beginning of year2018-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Income. Non cash contributions2018-11-30$0
Value of net income/loss2018-11-30$-690,003
Value of net assets at end of year (total assets less liabilities)2018-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$2,022,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Assets. partnership/joint venture interests at end of year2018-11-30$0
Assets. partnership/joint venture interests at beginning of year2018-11-30$0
Investment advisory and management fees2018-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$1,962,276
Interest on participant loans2018-11-30$436
Income. Interest from loans (other than to participants)2018-11-30$0
Interest earned on other investments2018-11-30$0
Income. Interest from US Government securities2018-11-30$0
Income. Interest from corporate debt instruments2018-11-30$0
Value of interest in master investment trust accounts at end of year2018-11-30$0
Value of interest in master investment trust accounts at beginning of year2018-11-30$0
Value of interest in common/collective trusts at end of year2018-11-30$0
Value of interest in common/collective trusts at beginning of year2018-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$38,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$38,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-11-30$293
Assets. Value of investments in 103.12 investment entities at end of year2018-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-11-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-11-30$0
Asset value of US Government securities at end of year2018-11-30$0
Asset value of US Government securities at beginning of year2018-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$8,151
Net investment gain/loss from pooled separate accounts2018-11-30$0
Net investment gain or loss from common/collective trusts2018-11-30$0
Net gain/loss from 103.12 investment entities2018-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Assets. Invements in employer securities at end of year2018-11-30$0
Assets. Invements in employer securities at beginning of year2018-11-30$0
Assets. Value of employer real property at end of year2018-11-30$0
Assets. Value of employer real property at beginning of year2018-11-30$0
Contributions received in cash from employer2018-11-30$0
Employer contributions (assets) at end of year2018-11-30$0
Employer contributions (assets) at beginning of year2018-11-30$0
Income. Dividends from preferred stock2018-11-30$0
Income. Dividends from common stock2018-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$709,447
Asset. Corporate debt instrument preferred debt at end of year2018-11-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-11-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-11-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-11-30$0
Contract administrator fees2018-11-30$725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-11-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-11-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-30$0
Liabilities. Value of benefit claims payable at end of year2018-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-11-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-11-30$0
Did the plan have assets held for investment2018-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30Yes
Aggregate proceeds on sale of assets2018-11-30$0
Aggregate carrying amount (costs) on sale of assets2018-11-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-11-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-11-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2018-11-30453976013
2017 : FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$546,501
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$341,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$335,725
Expenses. Certain deemed distributions of participant loans2017-12-31$5,301
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$269,691
Value of total assets at end of year2017-12-31$2,022,420
Value of total assets at beginning of year2017-12-31$1,817,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$972
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,050
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$60,974
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$60,974
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$195,079
Participant contributions at end of year2017-12-31$21,411
Participant contributions at beginning of year2017-12-31$27,196
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$204,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,022,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,817,917
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,962,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,741,092
Interest on participant loans2017-12-31$1,050
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$38,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$49,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$49,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$214,786
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$74,612
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$335,725
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2017-12-31453976013

Form 5500 Responses for FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2018: FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY RESOURCE HOME CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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

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