401k Plan data: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN plan

SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 401k Plan overview

Plan Name	SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN
Plan identification number	003

SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHCOAST VISITING NURSE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: SOUTHCOAST VISITING NURSE ASSOCIATION

Employer identification number (EIN): 042105745

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 BETH BARKER
003 2017-01-01 BETH BARKER
003 2016-01-01 DAVID DEJESUS JR.
003 2015-01-01 THOMAS FLYNN
003 2014-01-01 THOMAS FLYNN
003 2013-01-01 THOMAS FLYNN
003 2012-01-01 JEAN H. SMITH WHITE
003 2011-01-01 JEAN H. SMITH WHITE
003 2009-01-01 JACK TAYLOR

Plan id#	Filing Submission Date	Name of Administrator
003	2017-01-01	BETH BARKER
003	2017-01-01	BETH BARKER
003	2016-01-01	DAVID DEJESUS JR.
003	2015-01-01	THOMAS FLYNN
003	2014-01-01	THOMAS FLYNN
003	2013-01-01	THOMAS FLYNN
003	2012-01-01	JEAN H. SMITH WHITE
003	2011-01-01	JEAN H. SMITH WHITE
003	2009-01-01	JACK TAYLOR

Plan Statistics for SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN

401k plan membership statisitcs for SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN

Measure Date Value
2017: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 601
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 379
Number of retired or separated participants receiving benefits 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 206
Total of all active and inactive participants 2016-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 601
Number of participants with account balances 2016-01-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 329
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 144
Total of all active and inactive participants 2015-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 486
Number of participants with account balances 2015-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 381
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 115
Total of all active and inactive participants 2014-01-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 515
Number of participants with account balances 2014-01-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 454
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 101
Total of all active and inactive participants 2013-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 571
Number of participants with account balances 2013-01-01 471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 313
Number of retired or separated participants receiving benefits 2012-01-01 13
Number of other retired or separated participants entitled to future benefits 2012-01-01 116
Total of all active and inactive participants 2012-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 444
Number of participants with account balances 2012-01-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 216
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 140
Total of all active and inactive participants 2011-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 365
Number of participants with account balances 2011-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 192
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 174
Total of all active and inactive participants 2009-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 369
Number of participants with account balances 2009-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	601
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	379
Number of retired or separated participants receiving benefits	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	206
Total of all active and inactive participants	2016-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	601
Number of participants with account balances	2016-01-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	329
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	144
Total of all active and inactive participants	2015-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	486
Number of participants with account balances	2015-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	381
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	115
Total of all active and inactive participants	2014-01-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	515
Number of participants with account balances	2014-01-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	454
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	101
Total of all active and inactive participants	2013-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	571
Number of participants with account balances	2013-01-01	471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	313
Number of retired or separated participants receiving benefits	2012-01-01	13
Number of other retired or separated participants entitled to future benefits	2012-01-01	116
Total of all active and inactive participants	2012-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	444
Number of participants with account balances	2012-01-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	216
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	140
Total of all active and inactive participants	2011-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	365
Number of participants with account balances	2011-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	192
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	174
Total of all active and inactive participants	2009-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	369
Number of participants with account balances	2009-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN

Measure	Date	Value
2017 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-09-12	$15,040,898
Total income from all sources (including contributions)	2017-09-12	$2,158,926
Total of all expenses incurred	2017-09-12	$1,040,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-12	$1,001,426
Expenses. Certain deemed distributions of participant loans	2017-09-12	$24,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-12	$1,075,801
Value of total assets at end of year	2017-09-12	$0
Value of total assets at beginning of year	2017-09-12	$13,922,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-12	$14,230
Total interest from all sources	2017-09-12	$61,835
Total dividends received (eg from common stock, registered investment company shares)	2017-09-12	$105,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-12	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-09-12	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-12	$105,742
Administrative expenses professional fees incurred	2017-09-12	$5,000
Was this plan covered by a fidelity bond	2017-09-12	Yes
Value of fidelity bond cover	2017-09-12	$7,000,000
If this is an individual account plan, was there a blackout period	2017-09-12	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-12	$0
Were there any nonexempt tranactions with any party-in-interest	2017-09-12	No
Contributions received from participants	2017-09-12	$622,818
Participant contributions at end of year	2017-09-12	$0
Participant contributions at beginning of year	2017-09-12	$224,680
Participant contributions at end of year	2017-09-12	$0
Participant contributions at beginning of year	2017-09-12	$34,061
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-12	$146,237
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-09-12	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-12	$1,145
Administrative expenses (other) incurred	2017-09-12	$9,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-12	No
Value of net income/loss	2017-09-12	$1,118,429
Value of net assets at end of year (total assets less liabilities)	2017-09-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-09-12	$13,922,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-12	No
Were any leases to which the plan was party in default or uncollectible	2017-09-12	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-12	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-12	$11,085,223
Interest on participant loans	2017-09-12	$1,399
Interest earned on other investments	2017-09-12	$60,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-12	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-12	$2,552,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-12	$915,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-12	No
Was there a failure to transmit to the plan any participant contributions	2017-09-12	No
Has the plan failed to provide any benefit when due under the plan	2017-09-12	No
Contributions received in cash from employer	2017-09-12	$306,746
Employer contributions (assets) at end of year	2017-09-12	$0
Employer contributions (assets) at beginning of year	2017-09-12	$24,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-12	$1,001,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-09-12	No
Did the plan have assets held for investment	2017-09-12	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-12	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-12	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-12	Disclaimer
Accountancy firm name	2017-09-12	BDO USA, LLP
Accountancy firm EIN	2017-09-12	135381590
2016 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,567,943
Total of all expenses incurred	2016-12-31	$1,104,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,006,475
Expenses. Certain deemed distributions of participant loans	2016-12-31	$81,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,479,621
Value of total assets at end of year	2016-12-31	$13,922,469
Value of total assets at beginning of year	2016-12-31	$12,458,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,816
Total interest from all sources	2016-12-31	$91,898
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$200,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$200,935
Administrative expenses professional fees incurred	2016-12-31	$4,930
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$867,129
Participant contributions at end of year	2016-12-31	$224,680
Participant contributions at beginning of year	2016-12-31	$232,019
Participant contributions at end of year	2016-12-31	$34,061
Participant contributions at beginning of year	2016-12-31	$739
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$69,674
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,457
Administrative expenses (other) incurred	2016-12-31	$11,886
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,463,584
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,922,469
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,458,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,085,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,680,073
Interest on participant loans	2016-12-31	$4,409
Interest earned on other investments	2016-12-31	$87,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,552,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,536,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$795,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$542,818
Employer contributions (assets) at end of year	2016-12-31	$24,806
Employer contributions (assets) at beginning of year	2016-12-31	$7,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,006,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,765,411
Total of all expenses incurred	2015-12-31	$1,109,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,034,712
Expenses. Certain deemed distributions of participant loans	2015-12-31	$44,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,877,309
Value of total assets at end of year	2015-12-31	$12,458,885
Value of total assets at beginning of year	2015-12-31	$11,803,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$30,388
Total interest from all sources	2015-12-31	$88,569
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$170,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$170,306
Administrative expenses professional fees incurred	2015-12-31	$13,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$850,822
Participant contributions at end of year	2015-12-31	$232,019
Participant contributions at beginning of year	2015-12-31	$141,096
Participant contributions at end of year	2015-12-31	$739
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$496,293
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$778
Administrative expenses (other) incurred	2015-12-31	$11,505
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$1,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$655,769
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,458,885
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,803,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,883
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,680,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,253,407
Interest on participant loans	2015-12-31	$2,940
Interest earned on other investments	2015-12-31	$85,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,536,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,406,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-370,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$530,194
Employer contributions (assets) at end of year	2015-12-31	$7,819
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,034,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,152,793
Total of all expenses incurred	2014-12-31	$2,429,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,389,633
Expenses. Certain deemed distributions of participant loans	2014-12-31	$20,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,481,336
Value of total assets at end of year	2014-12-31	$11,803,116
Value of total assets at beginning of year	2014-12-31	$12,080,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,378
Total interest from all sources	2014-12-31	$96,791
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$174,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$174,298
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$870,579
Participant contributions at end of year	2014-12-31	$141,096
Participant contributions at beginning of year	2014-12-31	$82,031
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$129,131
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$259
Administrative expenses (other) incurred	2014-12-31	$12,478
Total non interest bearing cash at end of year	2014-12-31	$1,473
Total non interest bearing cash at beginning of year	2014-12-31	$1,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-276,982
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,803,116
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,080,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$6,900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,253,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,134,362
Interest on participant loans	2014-12-31	$4,383
Interest earned on other investments	2014-12-31	$92,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,406,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,852,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$400,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$481,626
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$9,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,389,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FEELEY & DRISCOLL, PC
Accountancy firm EIN	2014-12-31	042684828
2013 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,162,641
Total of all expenses incurred	2013-12-31	$2,301,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,251,999
Expenses. Certain deemed distributions of participant loans	2013-12-31	$39,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,335,942
Value of total assets at end of year	2013-12-31	$12,080,098
Value of total assets at beginning of year	2013-12-31	$11,218,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,249
Total interest from all sources	2013-12-31	$106,431
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$134,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$134,266
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$870,509
Participant contributions at end of year	2013-12-31	$82,031
Participant contributions at beginning of year	2013-12-31	$118,229
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$31,897
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$740
Administrative expenses (other) incurred	2013-12-31	$2,349
Total non interest bearing cash at end of year	2013-12-31	$1,477
Total non interest bearing cash at beginning of year	2013-12-31	$1,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$861,581
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,080,098
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,218,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,134,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,888,894
Interest on participant loans	2013-12-31	$1,655
Interest earned on other investments	2013-12-31	$104,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,852,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,208,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,586,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$433,536
Employer contributions (assets) at end of year	2013-12-31	$9,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,251,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYOR HOFFMAN MCCANN, PC
Accountancy firm EIN	2013-12-31	431947695
2012 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,069,848
Total of all expenses incurred	2012-12-31	$2,674,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,663,145
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$974,019
Value of total assets at end of year	2012-12-31	$11,218,517
Value of total assets at beginning of year	2012-12-31	$11,823,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,854
Total interest from all sources	2012-12-31	$118,755
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$181,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$181,975
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$631,492
Participant contributions at end of year	2012-12-31	$118,229
Participant contributions at beginning of year	2012-12-31	$74,647
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$56,539
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$814
Total non interest bearing cash at end of year	2012-12-31	$1,922
Total non interest bearing cash at beginning of year	2012-12-31	$2,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-605,101
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,218,517
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,823,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$8,854
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,888,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,737,650
Interest on participant loans	2012-12-31	$1,551
Interest earned on other investments	2012-12-31	$117,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,208,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,008,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$795,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$285,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,663,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRAD BORBIDGE, P.A.
Accountancy firm EIN	2012-12-31	020400296
2011 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$989,919
Total of all expenses incurred	2011-12-31	$1,121,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,093,520
Expenses. Certain deemed distributions of participant loans	2011-12-31	$25,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$895,441
Value of total assets at end of year	2011-12-31	$11,823,618
Value of total assets at beginning of year	2011-12-31	$11,954,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,447
Total interest from all sources	2011-12-31	$138,405
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$142,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$142,587
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$591,596
Participant contributions at end of year	2011-12-31	$74,647
Participant contributions at beginning of year	2011-12-31	$91,969
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$21,715
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$800
Administrative expenses (other) incurred	2011-12-31	$119
Total non interest bearing cash at end of year	2011-12-31	$2,276
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-131,149
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,823,618
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,954,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,328
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,737,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,934,797
Interest on participant loans	2011-12-31	$2,295
Interest earned on other investments	2011-12-31	$136,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,008,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,927,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-186,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$282,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,093,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRAD BORBIDGE, P.A.
Accountancy firm EIN	2011-12-31	020400296
2010 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,116,529
Total of all expenses incurred	2010-12-31	$757,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$751,966
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,041,377
Value of total assets at end of year	2010-12-31	$11,954,767
Value of total assets at beginning of year	2010-12-31	$10,595,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$60
Total interest from all sources	2010-12-31	$132,002
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$157,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$157,769
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$694,197
Participant contributions at end of year	2010-12-31	$91,969
Participant contributions at beginning of year	2010-12-31	$84,348
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,503
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$800
Administrative expenses (other) incurred	2010-12-31	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,359,360
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,954,767
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,595,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,934,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,862,038
Interest on participant loans	2010-12-31	$3,033
Interest earned on other investments	2010-12-31	$128,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,927,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,649,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$785,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$330,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$751,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BRAD BORBIDGE, P.A.
Accountancy firm EIN	2010-12-31	020400296
2009 : SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN

2017: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHCOAST VISITING NURSE ASSOCIATION PARTNERSHIP PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-12
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	486
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	460
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	471
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	419
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	365
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,353
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068860

Policy instance

Insurance contract or identification number	TA068860
Number of Individuals Covered	365
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,941
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,941
Insurance broker organization code?	3
Insurance broker name	CAMMACK LARHETTE BROKERAGE INC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTHCOAST VISITING NURSE ASSOCIATION
Employer identification number (EIN):	042105745
NAIC Classification:	621610
NAIC Description:	Home Health Care Services