HEART TO HEART HEALTHCARE SERVICES LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021 : H2H - PC 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $703,847 |
Total of all expenses incurred | 2021-12-31 | $18,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $646,707 |
Value of total assets at end of year | 2021-12-31 | $820,207 |
Value of total assets at beginning of year | 2021-12-31 | $134,537 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,025 |
Total interest from all sources | 2021-12-31 | $158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $85,732 |
Participant contributions at end of year | 2021-12-31 | $1,052 |
Participant contributions at end of year | 2021-12-31 | $6,332 |
Participant contributions at beginning of year | 2021-12-31 | $9,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $560,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $685,670 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $820,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $134,537 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $812,823 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $124,743 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $158 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $56,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,152 |
Contract administrator fees | 2021-12-31 | $8,025 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BKC, CPAS, PC |
Accountancy firm EIN | 2021-12-31 | 223299874 |
2020 : H2H - PC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $72,624 |
Total of all expenses incurred | 2020-12-31 | $3,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $57,257 |
Value of total assets at end of year | 2020-12-31 | $134,537 |
Value of total assets at beginning of year | 2020-12-31 | $65,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $57,257 |
Participant contributions at end of year | 2020-12-31 | $9,794 |
Participant contributions at beginning of year | 2020-12-31 | $5,303 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $69,216 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $134,537 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $124,743 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $60,018 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $15,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,434 |
Contract administrator fees | 2020-12-31 | $1,974 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BKC, CPAS, PC |
Accountancy firm EIN | 2020-12-31 | 223299874 |
2019 : H2H - PC 401(K) PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $65,786 |
Total of all expenses incurred | 2019-12-31 | $465 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $61,409 |
Value of total assets at end of year | 2019-12-31 | $65,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $61,409 |
Participant contributions at end of year | 2019-12-31 | $5,303 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $65,321 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $65,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $465 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $60,018 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKC, CPAS, PC |
Accountancy firm EIN | 2019-12-31 | 223299874 |