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FAMILY RESOURCE HOME CARE 401(K) PLAN 401k Plan overview

Plan NameFAMILY RESOURCE HOME CARE 401(K) PLAN
Plan identification number 002

FAMILY RESOURCE HOME CARE 401(K) PLAN Benefits

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

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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-10-15

Plan Statistics for FAMILY RESOURCE HOME CARE 401(K) PLAN

401k plan membership statisitcs for FAMILY RESOURCE HOME CARE 401(K) PLAN

Measure Date Value
2023: FAMILY RESOURCE HOME CARE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,192
Total number of active participants reported on line 7a of the Form 55002023-01-011,453
Number of retired or separated participants receiving benefits2023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-011,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,517
Number of participants with account balances2023-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: FAMILY RESOURCE HOME CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,108
Total number of active participants reported on line 7a of the Form 55002022-01-011,098
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,188
Number of participants with account balances2022-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: FAMILY RESOURCE HOME CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01888
Total number of active participants reported on line 7a of the Form 55002021-01-01972
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,045
Number of participants with account balances2021-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: FAMILY RESOURCE HOME CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01800
Total number of active participants reported on line 7a of the Form 55002020-01-01726
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01793
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: FAMILY RESOURCE HOME CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01768
Total number of active participants reported on line 7a of the Form 55002019-01-01688
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01754
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: FAMILY RESOURCE HOME CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-15550
Total number of active participants reported on line 7a of the Form 55002018-10-15660
Number of retired or separated participants receiving benefits2018-10-150
Number of other retired or separated participants entitled to future benefits2018-10-1577
Total of all active and inactive participants2018-10-15737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-150
Total participants2018-10-15737
Number of participants with account balances2018-10-15195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-150

Financial Data on FAMILY RESOURCE HOME CARE 401(K) PLAN

Measure Date Value
2023 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,028,930
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$737,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$685,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$615,868
Value of total assets at end of year2023-12-31$2,774,495
Value of total assets at beginning of year2023-12-31$2,483,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$52,024
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$29,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$29,951
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$358,321
Participant contributions at end of year2023-12-31$2
Participant contributions at beginning of year2023-12-31$2,648
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$41,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$52,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$290,970
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,774,495
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,483,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,049,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,045,266
Value of interest in common/collective trusts at end of year2023-12-31$1,725,313
Value of interest in common/collective trusts at beginning of year2023-12-31$1,435,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$162,444
Net investment gain or loss from common/collective trusts2023-12-31$220,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$216,392
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$685,936
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2023-12-31453976013
2022 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$68,065
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$177,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$134,972
Value of total corrective distributions2022-12-31$25,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$474,912
Value of total assets at end of year2022-12-31$2,483,525
Value of total assets at beginning of year2022-12-31$2,592,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,733
Total interest from all sources2022-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$25,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$286,394
Participant contributions at end of year2022-12-31$2,648
Participant contributions at beginning of year2022-12-31$4,079
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$16,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-109,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,483,525
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,592,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,045,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$404,409
Interest on participant loans2022-12-31$49
Value of interest in common/collective trusts at end of year2022-12-31$1,435,611
Value of interest in common/collective trusts at beginning of year2022-12-31$2,184,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-127,139
Net investment gain or loss from common/collective trusts2022-12-31$-305,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$159,427
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$134,972
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2022-12-31453976013
2021 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,292
Total income from all sources (including contributions)2021-12-31$688,689
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$306,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$264,164
Value of total corrective distributions2021-12-31$7,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$384,112
Value of total assets at end of year2021-12-31$2,592,803
Value of total assets at beginning of year2021-12-31$2,213,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,634
Total interest from all sources2021-12-31$56
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,042
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$244,478
Participant contributions at end of year2021-12-31$4,079
Participant contributions at beginning of year2021-12-31$1,543
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,782
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,292
Administrative expenses (other) incurred2021-12-31$35,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$381,791
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,592,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,211,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$404,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$283,726
Interest on participant loans2021-12-31$56
Value of interest in common/collective trusts at end of year2021-12-31$2,184,315
Value of interest in common/collective trusts at beginning of year2021-12-31$1,921,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$45,505
Net investment gain or loss from common/collective trusts2021-12-31$244,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$136,011
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$264,164
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2021-12-31453976013
2020 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,500
Total income from all sources (including contributions)2020-12-31$630,066
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$945,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$910,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$361,478
Value of total assets at end of year2020-12-31$2,213,304
Value of total assets at beginning of year2020-12-31$2,528,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,143
Total interest from all sources2020-12-31$194
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$16,148
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$230,976
Participant contributions at end of year2020-12-31$1,543
Participant contributions at beginning of year2020-12-31$8,150
Participant contributions at end of year2020-12-31$1,782
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,500
Administrative expenses (other) incurred2020-12-31$35,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-315,278
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,211,012
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,526,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$283,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$838,773
Interest on participant loans2020-12-31$194
Value of interest in common/collective trusts at end of year2020-12-31$1,921,453
Value of interest in common/collective trusts at beginning of year2020-12-31$1,681,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$59,310
Net investment gain or loss from common/collective trusts2020-12-31$192,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$130,502
Employer contributions (assets) at end of year2020-12-31$4,800
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$910,201
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2020-12-31453976013
2019 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$-2,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$869,506
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$188,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,693
Value of total corrective distributions2019-12-31$901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$528,607
Value of total assets at end of year2019-12-31$2,528,790
Value of total assets at beginning of year2019-12-31$1,850,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,361
Total interest from all sources2019-12-31$640
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,540
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$301,740
Participant contributions at end of year2019-12-31$8,150
Participant contributions at beginning of year2019-12-31$21,854
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$-2,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$29,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$680,551
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,531,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,850,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$838,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$702,754
Interest on participant loans2019-12-31$640
Value of interest in common/collective trusts at end of year2019-12-31$1,681,867
Value of interest in common/collective trusts at beginning of year2019-12-31$1,126,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$96,759
Net investment gain or loss from common/collective trusts2019-12-31$224,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$144,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,693
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2019-12-31453976013
2018 : FAMILY RESOURCE HOME CARE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,844,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$29,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$89,397
Value of total assets at end of year2018-12-31$1,850,739
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,045
Total interest from all sources2018-12-31$134
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,539
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,153
Participant contributions at end of year2018-12-31$21,854
Participant contributions at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,539
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,850,739
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$702,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$134
Value of interest in common/collective trusts at end of year2018-12-31$1,126,131
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,144
Net investment gain or loss from common/collective trusts2018-12-31$-45,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,390
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No

Form 5500 Responses for FAMILY RESOURCE HOME CARE 401(K) PLAN

2023: FAMILY RESOURCE HOME CARE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FAMILY RESOURCE HOME CARE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY RESOURCE HOME CARE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY RESOURCE HOME CARE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY RESOURCE HOME CARE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY RESOURCE HOME CARE 401(K) PLAN 2018 form 5500 responses
2018-10-15Type of plan entitySingle employer plan
2018-10-15First time form 5500 has been submittedYes
2018-10-15Submission has been amendedNo
2018-10-15This submission is the final filingNo
2018-10-15This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-15Plan is a collectively bargained planNo
2018-10-15Plan funding arrangement – TrustYes
2018-10-15Plan benefit arrangement - TrustYes

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