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FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameFINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN
Plan identification number 001

FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

FINGER LAKES VISITING NURSE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FINGER LAKES VISITING NURSE SERVICE, INC.
Employer identification number (EIN):223067627
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about FINGER LAKES VISITING NURSE SERVICE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-04-03
Company Identification Number: 1436402
Legal Registered Office Address: 756 PRE-EMPTION ROAD
ONTARIO
GENEVA
United States of America (USA)
14456

More information about FINGER LAKES VISITING NURSE SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SHERRI TANNER2019-03-28 SHERRI TANNER2019-03-28
0012017-01-01SHERRI SALVATO SHERRI SALVATO2018-09-14
0012016-01-01SHERRI SALVATO SHERRI SALVATO2017-10-03
0012015-01-01SHERRI SALVATO SHERRI SALVATO2016-10-13
0012014-01-01SHERRI TANNER SHERRI TANNER2015-10-12
0012013-01-01BARRY PALATAS BARRY PALATAS2014-10-14
0012012-01-01WILLIAM OLSCHEWSKE WILLIAM OLSCHEWSKE2013-10-14
0012011-01-01JUNE CASTLE JUNE CASTLE2013-03-25
0012010-01-01JUNE CASTLE JUNE CASTLE2013-03-25
0012009-01-01JUNE CASTLE JUNE CASTLE2013-02-27

Plan Statistics for FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN

401k plan membership statisitcs for FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN

Measure Date Value
2017: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0195
Number of participants with account balances2017-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01108
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01187
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01197
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01184
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN

Measure Date Value
2017 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$397,030
Total of all expenses incurred2017-12-31$135,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$134,183
Value of total assets at end of year2017-12-31$2,640,852
Value of total assets at beginning of year2017-12-31$2,379,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,437
Total interest from all sources2017-12-31$978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$20,664
Participant contributions at beginning of year2017-12-31$30,896
Assets. Other investments not covered elsewhere at end of year2017-12-31$336,113
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$341,861
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$261,410
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,640,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,379,442
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
Investment advisory and management fees2017-12-31$1,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,284,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,006,685
Interest on participant loans2017-12-31$978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$396,052
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$134,183
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
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 name2017-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2017-12-31161092347
2016 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$172,065
Total of all expenses incurred2016-12-31$541,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$540,274
Value of total assets at end of year2016-12-31$2,379,442
Value of total assets at beginning of year2016-12-31$2,749,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,614
Total interest from all sources2016-12-31$1,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$30,896
Participant contributions at beginning of year2016-12-31$38,347
Assets. Other investments not covered elsewhere at end of year2016-12-31$341,861
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$588,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-369,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,379,442
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,749,265
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$1,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,006,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,122,193
Interest on participant loans2016-12-31$1,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$170,537
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$540,274
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2016-12-31161092347
2015 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$-4,858
Total of all expenses incurred2015-12-31$556,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$556,467
Value of total assets at end of year2015-12-31$2,749,265
Value of total assets at beginning of year2015-12-31$3,310,590
Total interest from all sources2015-12-31$809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$38,347
Participant contributions at beginning of year2015-12-31$48,439
Assets. Other investments not covered elsewhere at end of year2015-12-31$588,725
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$739,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-561,325
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,749,265
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,310,590
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$2,122,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,522,278
Interest on participant loans2015-12-31$809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,667
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$556,467
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
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 name2015-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2015-12-31161092347
2014 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$123,290
Total of all expenses incurred2014-12-31$186,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$183,499
Value of total assets at end of year2014-12-31$3,310,590
Value of total assets at beginning of year2014-12-31$3,373,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,989
Total interest from all sources2014-12-31$1,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$48,439
Participant contributions at beginning of year2014-12-31$52,982
Participant contributions at beginning of year2014-12-31$5,761
Assets. Other investments not covered elsewhere at end of year2014-12-31$739,873
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$735,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-63,198
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,310,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,373,788
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
Investment advisory and management fees2014-12-31$2,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,522,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,524,566
Interest on participant loans2014-12-31$1,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$121,773
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
Employer contributions (assets) at beginning of year2014-12-31$54,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$183,499
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
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 name2014-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2014-12-31161092347
2013 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$707,658
Total of all expenses incurred2013-12-31$132,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$129,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$211,298
Value of total assets at end of year2013-12-31$3,373,788
Value of total assets at beginning of year2013-12-31$2,798,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,743
Total interest from all sources2013-12-31$1,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,325
Participant contributions at end of year2013-12-31$52,982
Participant contributions at beginning of year2013-12-31$82,450
Participant contributions at end of year2013-12-31$5,761
Assets. Other investments not covered elsewhere at end of year2013-12-31$735,506
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$675,160
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$575,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,373,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,798,605
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
Investment advisory and management fees2013-12-31$2,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,524,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,994,444
Interest on participant loans2013-12-31$1,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$494,610
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
Contributions received in cash from employer2013-12-31$54,973
Employer contributions (assets) at end of year2013-12-31$54,973
Employer contributions (assets) at beginning of year2013-12-31$46,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$129,732
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
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 name2013-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2013-12-31161092347
2012 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$505,896
Total of all expenses incurred2012-12-31$182,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$179,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$189,399
Value of total assets at end of year2012-12-31$2,798,605
Value of total assets at beginning of year2012-12-31$2,474,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,913
Total interest from all sources2012-12-31$3,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$139,582
Participant contributions at end of year2012-12-31$82,450
Participant contributions at beginning of year2012-12-31$96,173
Participant contributions at beginning of year2012-12-31$5,080
Assets. Other investments not covered elsewhere at end of year2012-12-31$675,160
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$660,612
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,657
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$323,650
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,798,605
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,474,955
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
Investment advisory and management fees2012-12-31$2,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,994,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,664,176
Interest on participant loans2012-12-31$3,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$313,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$46,160
Employer contributions (assets) at end of year2012-12-31$46,551
Employer contributions (assets) at beginning of year2012-12-31$48,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$179,333
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
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 name2012-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2012-12-31161092347
2011 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$81,616
Total of all expenses incurred2011-12-31$207,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$186,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$182,341
Value of total assets at end of year2011-12-31$2,465,096
Value of total assets at beginning of year2011-12-31$2,591,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,545
Total interest from all sources2011-12-31$2,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,716
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$14,716
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
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$142,986
Participant contributions at end of year2011-12-31$94,902
Participant contributions at beginning of year2011-12-31$99,864
Participant contributions at end of year2011-12-31$5,080
Participant contributions at beginning of year2011-12-31$5,205
Assets. Other investments not covered elsewhere at end of year2011-12-31$660,612
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$702,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-126,161
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,465,096
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,591,257
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
Investment advisory and management fees2011-12-31$21,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,325,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,447,722
Interest on participant loans2011-12-31$2,726
Interest earned on other investments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-118,064
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$39,355
Employer contributions (assets) at end of year2011-12-31$39,355
Employer contributions (assets) at beginning of year2011-12-31$43,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$186,232
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2011-12-31161092347
2010 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$497,281
Total of all expenses incurred2010-12-31$236,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$232,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,675
Value of total assets at end of year2010-12-31$2,595,276
Value of total assets at beginning of year2010-12-31$2,334,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,417
Total interest from all sources2010-12-31$37,581
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 bond2010-12-31No
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$141,331
Participant contributions at end of year2010-12-31$100,637
Participant contributions at beginning of year2010-12-31$78,728
Participant contributions at end of year2010-12-31$5,205
Participant contributions at beginning of year2010-12-31$5,330
Assets. Other investments not covered elsewhere at end of year2010-12-31$702,027
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$691,751
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,087
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$260,374
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,595,276
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,334,902
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$1,740,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,512,201
Interest on participant loans2010-12-31$2,120
Interest earned on other investments2010-12-31$35,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$259,025
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
Contributions received in cash from employer2010-12-31$46,257
Employer contributions (assets) at end of year2010-12-31$47,359
Employer contributions (assets) at beginning of year2010-12-31$46,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$232,490
Contract administrator fees2010-12-31$4,417
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MENGEL, METZGER, BARR & CO LLP
Accountancy firm EIN2010-12-31161092347
2009 : FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN

2017: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FINGER LAKES VISITING NURSE SERVICE, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,920
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,920
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered52
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,188
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,188
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,310
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,310
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered68
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,974
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,974
Insurance broker organization code?4
Insurance broker nameLINCOLN - PENFACTS
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number8891742+006
Policy instance 2
Insurance contract or identification number8891742+006
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $937
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $937
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered73
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,780
Total amount of fees paid to insurance companyUSD $0
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number194443+030
Policy instance 1
Insurance contract or identification number194443+030
Number of Individuals Covered77
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $542
Total amount of fees paid to insurance companyUSD $0

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