Logo

WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 401k Plan overview

Plan NameWEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN
Plan identification number 001

WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • 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.
  • 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

WESTMASS ELDERCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTMASS ELDERCARE, INC.
Employer identification number (EIN):042545848
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ROSEANN MARTOCCIA
0012015-07-01PRISCILLA CHALMERS
0012014-07-01PRISCILLA CHALMERS
0012013-07-01PRISCILLA CHALMERS2015-04-13
0012012-07-01PRISCILLA CHALMERS2014-01-30
0012011-07-01PRISCILLA CHALMERS2013-01-23
0012010-07-01PRISCILLA CHALMERS2011-10-25

Plan Statistics for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

401k plan membership statisitcs for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Measure Date Value
2022: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01260
Total number of active participants reported on line 7a of the Form 55002022-07-01214
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0142
Total of all active and inactive participants2022-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-013
Total participants2022-07-01259
Number of participants with account balances2022-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-015
2021: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01261
Total number of active participants reported on line 7a of the Form 55002021-07-01209
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0151
Total of all active and inactive participants2021-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01260
Number of participants with account balances2021-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01262
Total number of active participants reported on line 7a of the Form 55002020-07-01216
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0145
Total of all active and inactive participants2020-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01261
Number of participants with account balances2020-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01244
Total number of active participants reported on line 7a of the Form 55002019-07-01219
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0142
Total of all active and inactive participants2019-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01262
Number of participants with account balances2019-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01215
Total number of active participants reported on line 7a of the Form 55002018-07-01192
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0150
Total of all active and inactive participants2018-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01244
Number of participants with account balances2018-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01145
Total number of active participants reported on line 7a of the Form 55002017-07-01184
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-0125
Total of all active and inactive participants2017-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01215
Number of participants with account balances2017-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01147
Total number of active participants reported on line 7a of the Form 55002016-07-01123
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0122
Total of all active and inactive participants2016-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01145
Number of participants with account balances2016-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01145
Total number of active participants reported on line 7a of the Form 55002015-07-01129
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0118
Total of all active and inactive participants2015-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01147
Number of participants with account balances2015-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01137
Total number of active participants reported on line 7a of the Form 55002014-07-01129
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0116
Total of all active and inactive participants2014-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01145
Number of participants with account balances2014-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

Measure Date Value
2023 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$2,320,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,773,366
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,889,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,862,200
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,028,786
Value of total assets at end of year2023-06-30$10,914,438
Value of total assets at beginning of year2023-06-30$8,709,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$27,336
Total interest from all sources2023-06-30$81,931
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$426,341
Participant contributions at end of year2023-06-30$60,480
Participant contributions at beginning of year2023-06-30$37,684
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$79,287
Other income not declared elsewhere2023-06-30$53,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-116,170
Value of net assets at end of year (total assets less liabilities)2023-06-30$10,914,438
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$8,709,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$27,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$6,871,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$0
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$5,149,585
Interest on participant loans2023-06-30$860
Interest earned on other investments2023-06-30$81,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$3,802,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,522,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$609,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$523,158
Employer contributions (assets) at end of year2023-06-30$180,000
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,862,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30Yes
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WHITTLESEY, PC
Accountancy firm EIN2023-06-30060903326
2022 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-242,163
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,002,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,002,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$770,097
Value of total assets at end of year2022-06-30$8,709,704
Value of total assets at beginning of year2022-06-30$9,954,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$105,390
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$453,610
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$47,879
Assets. Loans (other than to participants) at end of year2022-06-30$37,684
Assets. Loans (other than to participants) at beginning of year2022-06-30$36,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,245,076
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,709,704
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,954,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$5,149,585
Value of interest in pooled separate accounts at beginning of year2022-06-30$6,188,888
Interest on participant loans2022-06-30$260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$105,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,522,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,729,114
Net investment gain/loss from pooled separate accounts2022-06-30$-1,117,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$316,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,002,913
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WHITTLESEY PC
Accountancy firm EIN2022-06-30060903326
2021 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,465,134
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,209,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,209,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$743,213
Value of total assets at end of year2021-06-30$9,954,780
Value of total assets at beginning of year2021-06-30$8,698,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$135,144
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$417,561
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$91
Assets. Loans (other than to participants) at end of year2021-06-30$36,778
Assets. Loans (other than to participants) at beginning of year2021-06-30$63,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,255,957
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,954,780
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,698,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$6,188,888
Value of interest in pooled separate accounts at beginning of year2021-06-30$5,121,852
Interest on participant loans2021-06-30$1,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$133,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,729,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,513,869
Net investment gain/loss from pooled separate accounts2021-06-30$1,586,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$325,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,209,177
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WHITTLESEY PC
Accountancy firm EIN2021-06-30060903326
2020 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,149,329
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$506,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$506,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$740,328
Value of total assets at end of year2020-06-30$8,698,823
Value of total assets at beginning of year2020-06-30$8,056,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$98,114
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$423,264
Assets. Loans (other than to participants) at end of year2020-06-30$63,102
Assets. Loans (other than to participants) at beginning of year2020-06-30$91,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$642,642
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,698,823
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,056,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$5,121,852
Value of interest in pooled separate accounts at beginning of year2020-06-30$4,888,848
Interest on participant loans2020-06-30$2,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$95,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,513,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,076,304
Net investment gain/loss from pooled separate accounts2020-06-30$310,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$317,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$506,687
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WHITTLESEY PC
Accountancy firm EIN2020-06-30060903326
2019 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$944,871
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,038,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,038,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$683,914
Value of total assets at end of year2019-06-30$8,056,181
Value of total assets at beginning of year2019-06-30$8,149,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$86,379
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$376,479
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$22,526
Assets. Loans (other than to participants) at end of year2019-06-30$91,029
Assets. Loans (other than to participants) at beginning of year2019-06-30$25,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-93,415
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,056,181
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,149,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$4,888,848
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,489,046
Interest on participant loans2019-06-30$1,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$84,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,076,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,635,322
Net investment gain/loss from pooled separate accounts2019-06-30$174,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$284,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,038,286
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WHITTLESEY PC
Accountancy firm EIN2019-06-30060903326
2018 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,241,899
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,549,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,545,699
Value of total corrective distributions2018-06-30$4,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$681,462
Value of total assets at end of year2018-06-30$8,149,596
Value of total assets at beginning of year2018-06-30$8,457,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$83,997
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$406,030
Assets. Loans (other than to participants) at end of year2018-06-30$25,228
Assets. Loans (other than to participants) at beginning of year2018-06-30$45,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-308,000
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,149,596
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,457,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$5,489,046
Value of interest in pooled separate accounts at beginning of year2018-06-30$5,634,431
Interest on participant loans2018-06-30$978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$83,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,635,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,777,775
Net investment gain/loss from pooled separate accounts2018-06-30$476,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$275,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,545,699
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WHITTLESEY PC
Accountancy firm EIN2018-06-30060903326
2017 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,462,752
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$107,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$104,671
Value of total corrective distributions2017-06-30$2,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$694,869
Value of total assets at end of year2017-06-30$8,457,596
Value of total assets at beginning of year2017-06-30$7,102,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$78,342
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$415,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$60,275
Assets. Loans (other than to participants) at end of year2017-06-30$45,390
Assets. Loans (other than to participants) at beginning of year2017-06-30$64,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,355,168
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,457,596
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,102,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$5,634,431
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,644,790
Interest on participant loans2017-06-30$1,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$76,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,777,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,332,653
Net investment gain/loss from pooled separate accounts2017-06-30$689,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$279,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$104,671
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WHITTLESEY PC
Accountancy firm EIN2017-06-30060903326
2016 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$650,755
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$435,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$433,557
Value of total corrective distributions2016-06-30$2,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$656,378
Value of total assets at end of year2016-06-30$7,102,428
Value of total assets at beginning of year2016-06-30$6,887,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$70,074
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$392,989
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$682
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$60,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$188,670
Assets. Loans (other than to participants) at end of year2016-06-30$64,710
Assets. Loans (other than to participants) at beginning of year2016-06-30$50,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$215,102
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,102,428
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,887,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$4,644,790
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,465,018
Income. Interest from loans (other than to participants)2016-06-30$2,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$67,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,332,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,183,563
Net investment gain/loss from pooled separate accounts2016-06-30$-75,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$262,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$433,557
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WHITTLESEY & HADLEY, P.C
Accountancy firm EIN2016-06-30060903326
2015 : WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$188,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$876,626
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$192,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$190,773
Value of total corrective distributions2015-06-30$1,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$658,708
Value of total assets at end of year2015-06-30$6,887,326
Value of total assets at beginning of year2015-06-30$6,014,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$62,314
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$394,177
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$17,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$188,670
Assets. Loans (other than to participants) at end of year2015-06-30$50,075
Assets. Loans (other than to participants) at beginning of year2015-06-30$31,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$684,428
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,887,326
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,014,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$4,465,018
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,029,331
Interest on participant loans2015-06-30$1,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$61,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,183,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,953,505
Net investment gain/loss from pooled separate accounts2015-06-30$155,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$246,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$190,773
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WHITTLESEY & HADLEY, P.C
Accountancy firm EIN2015-06-30060903326

Form 5500 Responses for WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN

2022: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WEST MASS ELDER CARE TAX SHELTER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2023-01-03
Total amount of commissions paid to insurance brokerUSD $21,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,952
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered174
Insurance policy start date2023-01-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,681
Total amount of fees paid to insurance companyUSD $565
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,681
Insurance broker organization code?3
Amount paid for insurance broker fees565
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered147
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $49,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,145
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered147
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $55,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,205
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered151
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $44,278
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,278
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered133
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $43,110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,110
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered116
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $44,406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered106
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $37,357
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,357
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941996
Policy instance 1
Insurance contract or identification number941996
Number of Individuals Covered97
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $34,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,722
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1