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HOMEWATCH CAREGIVERS RETIREMENT PLAN 401k Plan overview

Plan NameHOMEWATCH CAREGIVERS RETIREMENT PLAN
Plan identification number 001

HOMEWATCH CAREGIVERS RETIREMENT PLAN Benefits

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

DHARMA HOME CARE INC. DBA HOMEWATCH has sponsored the creation of one or more 401k plans.

Company Name:DHARMA HOME CARE INC. DBA HOMEWATCH
Employer identification number (EIN):260630201
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMEWATCH CAREGIVERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01MARY MARTINEZ MARY MARTINEZ2019-01-22
0012016-09-01 MARY MARTINEZ2019-01-23
0012016-01-01MARY MARTINEZ MARY MARTINEZ2017-09-28

Plan Statistics for HOMEWATCH CAREGIVERS RETIREMENT PLAN

401k plan membership statisitcs for HOMEWATCH CAREGIVERS RETIREMENT PLAN

Measure Date Value
2019: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01602
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01694
Total number of active participants reported on line 7a of the Form 55002018-01-01595
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01605
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01374
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01492
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01526
Total number of active participants reported on line 7a of the Form 55002016-09-01480
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-011
Total of all active and inactive participants2016-09-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01481
Number of participants with account balances2016-09-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
Total participants, beginning-of-year2016-01-01526
Total number of active participants reported on line 7a of the Form 55002016-01-01480
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01481
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on HOMEWATCH CAREGIVERS RETIREMENT PLAN

Measure Date Value
2019 : HOMEWATCH CAREGIVERS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$22,808
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$198,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$190,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$2,334
Value of total assets at end of year2019-05-31$0
Value of total assets at beginning of year2019-05-31$175,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$7,846
Total interest from all sources2019-05-31$2
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-05-31$0
Administrative expenses professional fees incurred2019-05-31$5,277
Was this plan covered by a fidelity bond2019-05-31No
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,885
Participant contributions at beginning of year2019-05-31$1,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-175,778
Value of net assets at end of year (total assets less liabilities)2019-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$175,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$174,691
Interest on participant loans2019-05-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$20,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$190,740
Contract administrator fees2019-05-31$2,112
Did the plan have assets held for investment2019-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31SBNG, PC
Accountancy firm EIN2019-05-31261483953
2018 : HOMEWATCH CAREGIVERS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$69,366
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$77,600
Value of total assets at end of year2018-12-31$175,778
Value of total assets at beginning of year2018-12-31$124,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,359
Total interest from all sources2018-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,126
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$62,397
Participant contributions at end of year2018-12-31$1,087
Participant contributions at beginning of year2018-12-31$2,157
Other income not declared elsewhere2018-12-31$-8,279
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$51,615
Value of net assets at end of year (total assets less liabilities)2018-12-31$175,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$124,163
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
Investment advisory and management fees2018-12-31$724
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$174,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$122,006
Interest on participant loans2018-12-31$45
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
Contributions received in cash from employer2018-12-31$15,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,392
Contract administrator fees2018-12-31$1,509
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
2017 : HOMEWATCH CAREGIVERS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$94,033
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$83,346
Value of total assets at end of year2017-12-31$124,163
Value of total assets at beginning of year2017-12-31$32,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,903
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,576
Was this plan covered by a fidelity bond2017-12-31No
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$68,150
Participant contributions at end of year2017-12-31$2,157
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$92,130
Value of net assets at end of year (total assets less liabilities)2017-12-31$124,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,033
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$327
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$122,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,687
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
Contributions received in cash from employer2017-12-31$15,196
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 name2017-12-31SBNG, PC
Accountancy firm EIN2017-12-31261483953
2016 : HOMEWATCH CAREGIVERS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$0
Total income from all sources (including contributions)2016-12-31$32,037
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,272
Value of total assets at end of year2016-12-31$32,033
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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 bond2016-12-31No
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$28,072
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$765
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
Contributions received in cash from employer2016-12-31$3,200
Contract administrator fees2016-12-31$4
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

Form 5500 Responses for HOMEWATCH CAREGIVERS RETIREMENT PLAN

2019: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOMEWATCH CAREGIVERS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOMEWATCH CAREGIVERS RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01First time form 5500 has been submittedYes
2016-09-01Submission has been amendedYes
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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