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THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. 401k Plan overview

Plan NameTHE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.
Plan identification number 002

THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. Benefits

401k Plan TypeDefined 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.
Employer identification number (EIN):135562377
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1928-11-19
Company Identification Number: 22331
Legal Registered Office Address: 399 LAKE AVENUE
Richmond
STATEN ISLAND
United States of America (USA)
10303

More information about VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01AUDREY J. PENNEY

Plan Statistics for THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

401k plan membership statisitcs for THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

Measure Date Value
2011: THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

Measure Date Value
2011 : THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$899,922
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$456,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$454,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$824,905
Value of total assets at end of year2011-12-31$5,773,880
Value of total assets at beginning of year2011-12-31$5,330,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,484
Total interest from all sources2011-12-31$7,421
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$50,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$50,193
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$592,125
Participant contributions at end of year2011-12-31$109,299
Participant contributions at beginning of year2011-12-31$109,003
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,800
Administrative expenses (other) incurred2011-12-31$1,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$443,758
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,773,880
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,330,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,042,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,441,686
Interest on participant loans2011-12-31$6,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,621,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,779,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,779,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$17,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$190,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$454,680
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,154,143
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$557,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$557,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$751,863
Value of total assets at end of year2010-12-31$5,330,122
Value of total assets at beginning of year2010-12-31$4,733,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$68,527
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$487,211
Participant contributions at end of year2010-12-31$109,003
Participant contributions at beginning of year2010-12-31$78,110
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$596,922
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,330,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,733,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,441,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,904,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,779,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,750,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,750,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$68,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$333,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$171,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$557,221
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019

Form 5500 Responses for THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC.

2011: THE TAX SHELTERED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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