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TDA PLAN OF VNA HEALTH GROUP, INC. 401k Plan overview

Plan NameTDA PLAN OF VNA HEALTH GROUP, INC.
Plan identification number 002

TDA PLAN OF VNA HEALTH GROUP, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • 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

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

Company Name:VISITING NURSE ASSOCIATION HEALTH GROUP, INC.
Employer identification number (EIN):222500029
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TDA PLAN OF VNA HEALTH GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHEILA CHELEDNIK SHEILA CHELEDNIK2018-10-12
0022016-01-01JOHN HARZ JOHN HARZ2017-10-16
0022015-01-01JOHN HARZ JOHN HARZ2016-10-13
0022014-01-01JOHN HARZ JOHN HARZ2015-09-17
0022013-01-01JOHN HARZ JOHN HARZ2014-10-13
0022012-01-01JOHN HARZ JOHN HARZ2013-10-10
0022011-01-01JOHN HARZ JOHN HARZ2012-07-12
0022010-01-01JOHN HARZ JOHN HARZ2011-10-11
0022009-01-01JOHN HARZ JOHN HARZ2011-06-06
0022009-01-01JOHN HARZ JOHN HARZ2010-10-15
0022009-01-01JOHN HARZ JOHN HARZ2011-06-06

Plan Statistics for TDA PLAN OF VNA HEALTH GROUP, INC.

401k plan membership statisitcs for TDA PLAN OF VNA HEALTH GROUP, INC.

Measure Date Value
2022: TDA PLAN OF VNA HEALTH GROUP, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01931
Total number of active participants reported on line 7a of the Form 55002022-01-01848
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01955
Number of participants with account balances2022-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TDA PLAN OF VNA HEALTH GROUP, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01843
Total number of active participants reported on line 7a of the Form 55002021-01-01805
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01931
Total participants2021-01-01931
Number of participants with account balances2021-01-01931
2020: TDA PLAN OF VNA HEALTH GROUP, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01818
Total number of active participants reported on line 7a of the Form 55002020-01-01728
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01843
Number of participants with account balances2020-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TDA PLAN OF VNA HEALTH GROUP, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01721
Total number of active participants reported on line 7a of the Form 55002019-01-01728
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01818
Number of participants with account balances2019-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TDA PLAN OF VNA HEALTH GROUP, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01676
Total number of active participants reported on line 7a of the Form 55002018-01-01676
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TDA PLAN OF VNA HEALTH GROUP, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01602
Total number of active participants reported on line 7a of the Form 55002017-01-01549
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TDA PLAN OF VNA HEALTH GROUP, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01448
Total number of active participants reported on line 7a of the Form 55002016-01-01500
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TDA PLAN OF VNA HEALTH GROUP, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01367
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TDA PLAN OF VNA HEALTH GROUP, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-01320
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TDA PLAN OF VNA HEALTH GROUP, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01385
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01382
Total participants2013-01-01382
2012: TDA PLAN OF VNA HEALTH GROUP, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01412
Total number of active participants reported on line 7a of the Form 55002012-01-01305
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01385
Total participants2012-01-01385
2011: TDA PLAN OF VNA HEALTH GROUP, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01403
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01412
Total participants2011-01-01412
2010: TDA PLAN OF VNA HEALTH GROUP, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01377
Total number of active participants reported on line 7a of the Form 55002010-01-01366
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01403
Total participants2010-01-01403
2009: TDA PLAN OF VNA HEALTH GROUP, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01326
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01377
Total participants2009-01-01377
Number of employers contributing to the scheme2009-01-013

Financial Data on TDA PLAN OF VNA HEALTH GROUP, INC.

Measure Date Value
2022 : TDA PLAN OF VNA HEALTH GROUP, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,872,010
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,841,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,758,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,235,157
Value of total assets at end of year2022-12-31$52,226,669
Value of total assets at beginning of year2022-12-31$58,940,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,686
Total interest from all sources2022-12-31$117,166
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$692,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$692,314
Administrative expenses professional fees incurred2022-12-31$16,803
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,031,356
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,702,131
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,509,289
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$196,647
Other income not declared elsewhere2022-12-31$129,266
Administrative expenses (other) incurred2022-12-31$7,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,713,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,226,669
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,940,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,524,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,430,956
Interest earned on other investments2022-12-31$117,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,045,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,758,880
Contract administrator fees2022-12-31$8,252
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLMAN FRENIA ALLISON, PC
Accountancy firm EIN2022-12-31223480145
2021 : TDA PLAN OF VNA HEALTH GROUP, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,516,391
Total unrealized appreciation/depreciation of assets2021-12-31$3,516,391
Total income from all sources (including contributions)2021-12-31$14,203,674
Total of all expenses incurred2021-12-31$3,888,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,815,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,807,454
Value of total assets at end of year2021-12-31$58,940,245
Value of total assets at beginning of year2021-12-31$48,624,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,085
Total interest from all sources2021-12-31$111,285
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,670,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,670,123
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,841,844
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,509,289
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,191,821
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$965,610
Other income not declared elsewhere2021-12-31$98,421
Administrative expenses (other) incurred2021-12-31$73,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,315,264
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,940,245
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,624,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,430,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,433,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$111,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,815,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLMAN FRENIA ALLISON
Accountancy firm EIN2021-12-31222321692
2020 : TDA PLAN OF VNA HEALTH GROUP, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,183,094
Total unrealized appreciation/depreciation of assets2020-12-31$3,183,094
Total income from all sources (including contributions)2020-12-31$11,469,376
Total loss/gain on sale of assets2020-12-31$533,994
Total of all expenses incurred2020-12-31$3,049,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,977,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,410,067
Value of total assets at end of year2020-12-31$48,624,981
Value of total assets at beginning of year2020-12-31$40,205,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,224
Total interest from all sources2020-12-31$195,793
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,146,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,146,428
Administrative expenses professional fees incurred2020-12-31$16,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$29,356
Contributions received from participants2020-12-31$4,946,327
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,191,821
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$981,023
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$463,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,356
Administrative expenses (other) incurred2020-12-31$994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,419,912
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,624,981
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,205,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,433,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,577,968
Interest earned on other investments2020-12-31$79,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$116,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,616,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,977,240
Contract administrator fees2020-12-31$4,795
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$533,994
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NERAL & COMPANY, PA
Accountancy firm EIN2020-12-31222321692
2019 : TDA PLAN OF VNA HEALTH GROUP, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,502,167
Total unrealized appreciation/depreciation of assets2019-12-31$4,502,167
Total income from all sources (including contributions)2019-12-31$11,839,874
Total loss/gain on sale of assets2019-12-31$320,746
Total of all expenses incurred2019-12-31$2,363,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,288,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,324,234
Value of total assets at end of year2019-12-31$40,205,069
Value of total assets at beginning of year2019-12-31$30,728,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,908
Total interest from all sources2019-12-31$138,896
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,553,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,553,831
Administrative expenses professional fees incurred2019-12-31$12,902
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$29,356
Contributions received from participants2019-12-31$4,732,591
Assets. Other investments not covered elsewhere at end of year2019-12-31$981,023
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$591,643
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,356
Administrative expenses (other) incurred2019-12-31$13,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,476,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,205,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,728,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$44,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,577,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,359,561
Interest earned on other investments2019-12-31$51,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$87,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,616,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,369,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,288,529
Contract administrator fees2019-12-31$4,367
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$320,746
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NERAL & COMPANY, PA
Accountancy firm EIN2019-12-31222321692
2018 : TDA PLAN OF VNA HEALTH GROUP, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,001,551
Total unrealized appreciation/depreciation of assets2018-12-31$-4,001,551
Total income from all sources (including contributions)2018-12-31$2,466,421
Total loss/gain on sale of assets2018-12-31$155,089
Total of all expenses incurred2018-12-31$2,042,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,003,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,276,946
Value of total assets at end of year2018-12-31$30,728,632
Value of total assets at beginning of year2018-12-31$30,305,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,941
Total interest from all sources2018-12-31$177,644
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,858,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,858,293
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,276,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$423,426
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,728,632
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,305,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,359,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,991,240
Interest earned on other investments2018-12-31$96,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$81,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,369,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,313,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,003,054
Contract administrator fees2018-12-31$39,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$155,089
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NERAL & COMPANY, PA
Accountancy firm EIN2018-12-31222321692
2017 : TDA PLAN OF VNA HEALTH GROUP, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,145,877
Total unrealized appreciation/depreciation of assets2017-12-31$2,145,877
Total income from all sources (including contributions)2017-12-31$8,202,630
Total loss/gain on sale of assets2017-12-31$396,165
Total of all expenses incurred2017-12-31$2,564,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,519,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,420,418
Value of total assets at end of year2017-12-31$30,305,206
Value of total assets at beginning of year2017-12-31$24,667,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,494
Total interest from all sources2017-12-31$170,273
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,069,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,069,897
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,420,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,637,773
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,305,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,667,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,991,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,031,324
Interest earned on other investments2017-12-31$81,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$88,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,313,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,636,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,519,363
Contract administrator fees2017-12-31$45,494
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$396,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NERAL & COMPANY, PA
Accountancy firm EIN2017-12-31222321692
2016 : TDA PLAN OF VNA HEALTH GROUP, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$252,601
Total unrealized appreciation/depreciation of assets2016-12-31$252,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,498
Total income from all sources (including contributions)2016-12-31$4,995,678
Total loss/gain on sale of assets2016-12-31$348,161
Total of all expenses incurred2016-12-31$1,412,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,368,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,620,944
Value of total assets at end of year2016-12-31$24,667,433
Value of total assets at beginning of year2016-12-31$21,106,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,142
Total interest from all sources2016-12-31$180,810
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$593,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$593,162
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,620,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,582,786
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,667,433
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,084,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,031,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,182,359
Interest earned on other investments2016-12-31$52,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$128,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,636,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,923,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,368,750
Contract administrator fees2016-12-31$31,452
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$348,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NERAL & COMPANY, PA
Accountancy firm EIN2016-12-31222321692
2015 : TDA PLAN OF VNA HEALTH GROUP, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-522,886
Total unrealized appreciation/depreciation of assets2015-12-31$-522,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,054,629
Total loss/gain on sale of assets2015-12-31$-244,351
Total of all expenses incurred2015-12-31$1,275,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,262,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,108,917
Value of total assets at end of year2015-12-31$21,106,145
Value of total assets at beginning of year2015-12-31$19,305,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,714
Total interest from all sources2015-12-31$156,225
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$556,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$556,724
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,108,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,498
Administrative expenses (other) incurred2015-12-31$12,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,779,313
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,084,647
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,305,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,182,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,911,984
Interest earned on other investments2015-12-31$9,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$147,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,923,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,393,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,262,602
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-244,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NERAL & COMPANY, PA
Accountancy firm EIN2015-12-31222321692
2014 : TDA PLAN OF VNA HEALTH GROUP, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-450,625
Total unrealized appreciation/depreciation of assets2014-12-31$-450,625
Total income from all sources (including contributions)2014-12-31$2,521,155
Total loss/gain on sale of assets2014-12-31$179,637
Total of all expenses incurred2014-12-31$1,295,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,284,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,842,984
Value of total assets at end of year2014-12-31$19,305,334
Value of total assets at beginning of year2014-12-31$18,079,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,748
Total interest from all sources2014-12-31$150,067
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$799,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$799,092
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,842,984
Administrative expenses (other) incurred2014-12-31$10,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,225,633
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,305,334
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,079,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,911,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,980,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$150,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,393,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,099,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,284,774
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$179,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NERAL & COMPANY, PA
Accountancy firm EIN2014-12-31222321692
2013 : TDA PLAN OF VNA HEALTH GROUP, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,782,498
Total unrealized appreciation/depreciation of assets2013-12-31$1,782,498
Total income from all sources (including contributions)2013-12-31$4,094,367
Total loss/gain on sale of assets2013-12-31$137,898
Total of all expenses incurred2013-12-31$632,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$622,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,694,048
Value of total assets at end of year2013-12-31$18,079,701
Value of total assets at beginning of year2013-12-31$14,617,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,905
Total interest from all sources2013-12-31$153,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$326,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$326,340
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,694,048
Administrative expenses (other) incurred2013-12-31$9,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,462,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,079,701
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,617,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,980,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,502,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$153,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,099,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,114,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$622,295
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$137,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NERAL & COMPANY, PA
Accountancy firm EIN2013-12-31222321692
2012 : TDA PLAN OF VNA HEALTH GROUP, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$933,239
Total unrealized appreciation/depreciation of assets2012-12-31$933,239
Total income from all sources (including contributions)2012-12-31$3,028,553
Total loss/gain on sale of assets2012-12-31$142,470
Total of all expenses incurred2012-12-31$1,466,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,457,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,627,652
Value of total assets at end of year2012-12-31$14,617,534
Value of total assets at beginning of year2012-12-31$13,055,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,830
Total interest from all sources2012-12-31$156,341
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$168,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$168,851
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,627,652
Administrative expenses (other) incurred2012-12-31$8,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,561,822
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,617,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,055,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,502,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,745,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$156,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,114,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,310,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,457,901
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$142,470
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NERAL & COMPANY, PA
Accountancy firm EIN2012-12-31222321692
2011 : TDA PLAN OF VNA HEALTH GROUP, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-469,311
Total unrealized appreciation/depreciation of assets2011-12-31$-469,311
Total income from all sources (including contributions)2011-12-31$1,437,867
Total loss/gain on sale of assets2011-12-31$13,526
Total of all expenses incurred2011-12-31$932,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$924,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,598,620
Value of total assets at end of year2011-12-31$13,055,712
Value of total assets at beginning of year2011-12-31$12,550,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,408
Total interest from all sources2011-12-31$156,577
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$138,455
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$138,455
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,598,620
Administrative expenses (other) incurred2011-12-31$8,408
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$505,187
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,055,712
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,550,525
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$7,745,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,999,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$156,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,310,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,550,874
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$924,272
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
Aggregate proceeds on sale of assets2011-12-31$13,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NERAL & COMPANY, PA
Accountancy firm EIN2011-12-31222321692
2010 : TDA PLAN OF VNA HEALTH GROUP, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$922,843
Total unrealized appreciation/depreciation of assets2010-12-31$922,843
Total income from all sources (including contributions)2010-12-31$2,930,849
Total loss/gain on sale of assets2010-12-31$3,455
Total of all expenses incurred2010-12-31$377,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$370,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,744,784
Value of total assets at end of year2010-12-31$12,550,525
Value of total assets at beginning of year2010-12-31$9,997,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,651
Total interest from all sources2010-12-31$140,883
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$118,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$118,884
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,744,784
Administrative expenses (other) incurred2010-12-31$7,651
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$2,552,946
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,550,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,997,579
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$7,999,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,348,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$140,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,550,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,649,102
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$370,252
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
Aggregate proceeds on sale of assets2010-12-31$3,455
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NERAL & COMPANY, PA
Accountancy firm EIN2010-12-31222321692

Form 5500 Responses for TDA PLAN OF VNA HEALTH GROUP, INC.

2022: TDA PLAN OF VNA HEALTH GROUP, INC. 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TDA PLAN OF VNA HEALTH GROUP, INC. 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TDA PLAN OF VNA HEALTH GROUP, INC. 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TDA PLAN OF VNA HEALTH GROUP, INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TDA PLAN OF VNA HEALTH GROUP, INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TDA PLAN OF VNA HEALTH GROUP, INC. 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TDA PLAN OF VNA HEALTH GROUP, INC. 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TDA PLAN OF VNA HEALTH GROUP, INC. 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TDA PLAN OF VNA HEALTH GROUP, INC. 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TDA PLAN OF VNA HEALTH GROUP, INC. 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TDA PLAN OF VNA HEALTH GROUP, INC. 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TDA PLAN OF VNA HEALTH GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TDA PLAN OF VNA HEALTH GROUP, INC. 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TDA PLAN OF VNA HEALTH GROUP, INC. 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered109
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered721
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered676
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,898
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $1,736
Insurance broker organization code?3
Insurance broker nameMML INVESTORS SERVICES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered448
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,375
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $13,375
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered399
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,014
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $12,014
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered382
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,213
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 BrokerUSD $12,213
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered385
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered412
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-02
Policy instance 1
Insurance contract or identification number1009609-02
Number of Individuals Covered403
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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