CARETREE HEALTHCARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
---|
2023: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
Total of all active and inactive participants | 2023-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 11 |
Number of participants with account balances | 2023-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 23 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 29 |
Number of participants with account balances | 2020-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 29 |
Number of participants with account balances | 2019-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 24 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 21 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
Measure | Date | Value |
---|
2023 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data |
---|
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $16,592 |
Expenses. Total of all expenses incurred | 2023-12-31 | $837 |
Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $359,629 |
Total plan assets at beginning of year | 2023-12-31 | $343,874 |
Value of fidelity bond covering the plan | 2023-12-31 | $125,000 |
Total contributions received or receivable from participants | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $16,592 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $15,755 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $359,629 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $343,874 |
Assets. Value of employer securities | 2023-12-31 | $240,725 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $837 |
2022 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-20,252 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,223 |
Total plan assets at end of year | 2022-12-31 | $343,874 |
Total plan assets at beginning of year | 2022-12-31 | $366,349 |
Value of fidelity bond covering the plan | 2022-12-31 | $36,635 |
Other income received | 2022-12-31 | $-20,252 |
Net income (gross income less expenses) | 2022-12-31 | $-22,475 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $343,874 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $366,349 |
Assets. Value of employer securities | 2022-12-31 | $240,725 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,223 |
2021 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $13,255 |
Expenses. Total of all expenses incurred | 2021-12-31 | $785 |
Total plan assets at end of year | 2021-12-31 | $366,349 |
Total plan assets at beginning of year | 2021-12-31 | $353,879 |
Value of fidelity bond covering the plan | 2021-12-31 | $30,000 |
Other income received | 2021-12-31 | $13,255 |
Net income (gross income less expenses) | 2021-12-31 | $12,470 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $366,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $353,879 |
Assets. Value of employer securities | 2021-12-31 | $240,725 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $785 |
2020 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $13,963 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,002 |
Benefits paid (including direct rollovers) | 2020-12-31 | $174 |
Total plan assets at end of year | 2020-12-31 | $353,879 |
Total plan assets at beginning of year | 2020-12-31 | $340,918 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Other income received | 2020-12-31 | $13,956 |
Net income (gross income less expenses) | 2020-12-31 | $12,961 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $353,879 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $340,918 |
Assets. Value of employer securities | 2020-12-31 | $240,725 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $7 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $828 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $192,806 |
Expenses. Total of all expenses incurred | 2019-12-31 | $46,424 |
Total plan assets at end of year | 2019-12-31 | $340,918 |
Total plan assets at beginning of year | 2019-12-31 | $194,536 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Total contributions received or receivable from participants | 2019-12-31 | $613 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,242 |
Other income received | 2019-12-31 | $19,688 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $146,382 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $340,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $194,536 |
Assets. Value of employer securities | 2019-12-31 | $240,725 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $172,505 |
Value of corrective distributions | 2019-12-31 | $45,182 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-6,268 |
Expenses. Total of all expenses incurred | 2018-12-31 | $33,552 |
Benefits paid (including direct rollovers) | 2018-12-31 | $32,238 |
Total plan assets at end of year | 2018-12-31 | $194,536 |
Total plan assets at beginning of year | 2018-12-31 | $234,356 |
Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
Total contributions received or receivable from participants | 2018-12-31 | $3,534 |
Other income received | 2018-12-31 | $-9,802 |
Net income (gross income less expenses) | 2018-12-31 | $-39,820 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $194,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $234,356 |
Assets. Value of employer securities | 2018-12-31 | $68,032 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,314 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $40,868 |
Expenses. Total of all expenses incurred | 2017-12-31 | $193 |
Total plan assets at end of year | 2017-12-31 | $234,356 |
Total plan assets at beginning of year | 2017-12-31 | $193,681 |
Total contributions received or receivable from participants | 2017-12-31 | $18,213 |
Other income received | 2017-12-31 | $22,655 |
Net income (gross income less expenses) | 2017-12-31 | $40,675 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $234,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $193,681 |
Assets. Value of participant loans | 2017-12-31 | $3,723 |
Assets. Value of employer securities | 2017-12-31 | $68,032 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $193 |
2023: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |