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NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 401k Plan overview

Plan NameNATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)
Plan identification number 001

NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPASSIONATE CARE HOSPICE has sponsored the creation of one or more 401k plans.

Company Name:COMPASSIONATE CARE HOSPICE
Employer identification number (EIN):363951279
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JUDY GREY JUDY GREY2015-10-14
0012013-01-01JUDY GREY JUDY GREY2014-10-14
0012012-01-01JUDY GREY JUDY GREY2014-05-02
0012011-01-01JUDY GREY JUDY GREY2014-05-02
0012009-01-01SUE ACHUFF

Plan Statistics for NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)

401k plan membership statisitcs for NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)

Measure Date Value
2014: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-011,359
Total number of active participants reported on line 7a of the Form 55002014-01-011,183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,230
Number of participants with account balances2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-011,332
Total number of active participants reported on line 7a of the Form 55002013-01-011,148
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,188
Number of participants with account balances2013-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-012,256
Total number of active participants reported on line 7a of the Form 55002012-01-011,041
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,087
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-012,169
Total number of active participants reported on line 7a of the Form 55002011-01-01974
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,019
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-011,116
Total number of active participants reported on line 7a of the Form 55002009-01-011,584
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,615
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)

Measure Date Value
2014 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,059
Total income from all sources (including contributions)2014-12-31$938,278
Total of all expenses incurred2014-12-31$758,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$712,086
Value of total corrective distributions2014-12-31$27,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$800,388
Value of total assets at end of year2014-12-31$3,278,893
Value of total assets at beginning of year2014-12-31$3,096,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,638
Total interest from all sources2014-12-31$1,932
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$225,000
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
Contributions received from participants2014-12-31$712,101
Participant contributions at end of year2014-12-31$56,382
Participant contributions at beginning of year2014-12-31$51,607
Participant contributions at end of year2014-12-31$26,572
Participant contributions at beginning of year2014-12-31$37,261
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,490
Total non interest bearing cash at end of year2014-12-31$1,552
Total non interest bearing cash at beginning of year2014-12-31$1,555
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$180,010
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,233,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,053,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,149,393
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,836,560
Interest on participant loans2014-12-31$1,932
Value of interest in common/collective trusts at end of year2014-12-31$26,168
Value of interest in common/collective trusts at beginning of year2014-12-31$151,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$136,183
Net investment gain or loss from common/collective trusts2014-12-31$-225
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$797
Employer contributions (assets) at end of year2014-12-31$18,826
Employer contributions (assets) at beginning of year2014-12-31$18,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$712,086
Contract administrator fees2014-12-31$18,638
Liabilities. Value of benefit claims payable at end of year2014-12-31$45,706
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$43,059
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$83,085
Total income from all sources (including contributions)2013-12-31$1,208,070
Total of all expenses incurred2013-12-31$958,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$910,127
Value of total corrective distributions2013-12-31$33,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$700,521
Value of total assets at end of year2013-12-31$3,096,236
Value of total assets at beginning of year2013-12-31$2,887,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,668
Total interest from all sources2013-12-31$1,703
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$225,000
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$612,133
Participant contributions at end of year2013-12-31$51,607
Participant contributions at beginning of year2013-12-31$27,383
Participant contributions at end of year2013-12-31$37,261
Participant contributions at beginning of year2013-12-31$76,309
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,973
Total non interest bearing cash at end of year2013-12-31$1,555
Total non interest bearing cash at beginning of year2013-12-31$1,552
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$249,185
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,053,177
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,803,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,836,560
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,628,219
Interest on participant loans2013-12-31$1,703
Value of interest in common/collective trusts at end of year2013-12-31$151,090
Value of interest in common/collective trusts at beginning of year2013-12-31$137,866
Net investment gain/loss from pooled separate accounts2013-12-31$504,971
Net investment gain or loss from common/collective trusts2013-12-31$875
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,415
Employer contributions (assets) at end of year2013-12-31$18,163
Employer contributions (assets) at beginning of year2013-12-31$15,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$910,127
Contract administrator fees2013-12-31$15,668
Liabilities. Value of benefit claims payable at end of year2013-12-31$43,059
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$83,085
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$143,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$151,166
Total income from all sources (including contributions)2012-12-31$809,204
Total of all expenses incurred2012-12-31$455,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$370,331
Value of total corrective distributions2012-12-31$61,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$479,204
Value of total assets at end of year2012-12-31$2,900,891
Value of total assets at beginning of year2012-12-31$2,554,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,036
Total interest from all sources2012-12-31$1,078
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$225,000
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$473,474
Participant contributions at end of year2012-12-31$27,383
Participant contributions at beginning of year2012-12-31$36,283
Participant contributions at end of year2012-12-31$76,309
Participant contributions at beginning of year2012-12-31$20,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,730
Total non interest bearing cash at end of year2012-12-31$1,552
Total non interest bearing cash at beginning of year2012-12-31$1,002
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$354,086
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,757,600
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,403,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,628,219
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,294,829
Interest on participant loans2012-12-31$1,078
Value of interest in common/collective trusts at end of year2012-12-31$137,866
Value of interest in common/collective trusts at beginning of year2012-12-31$172,945
Net investment gain/loss from pooled separate accounts2012-12-31$326,764
Net investment gain or loss from common/collective trusts2012-12-31$2,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,622
Employer contributions (assets) at end of year2012-12-31$29,562
Employer contributions (assets) at beginning of year2012-12-31$29,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$370,331
Contract administrator fees2012-12-31$23,036
Liabilities. Value of benefit claims payable at end of year2012-12-31$143,291
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$151,166
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 name2012-12-31LARONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$81,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$81,540
Total income from all sources (including contributions)2011-12-31$477,062
Total of all expenses incurred2011-12-31$89,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,673
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$2,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$532,194
Value of total assets at end of year2011-12-31$2,554,679
Value of total assets at beginning of year2011-12-31$2,167,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,037
Total interest from all sources2011-12-31$1,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$135,000
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$475,578
Participant contributions at end of year2011-12-31$36,283
Participant contributions at beginning of year2011-12-31$24,664
Participant contributions at end of year2011-12-31$20,059
Participant contributions at beginning of year2011-12-31$19,956
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$8,357
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$1,002
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$387,352
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,473,139
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,085,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,294,828
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,958,373
Interest on participant loans2011-12-31$1,334
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$172,945
Value of interest in common/collective trusts at beginning of year2011-12-31$134,772
Net investment gain/loss from pooled separate accounts2011-12-31$-58,388
Net investment gain or loss from common/collective trusts2011-12-31$1,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$-15,437
Employer contributions (assets) at end of year2011-12-31$29,562
Employer contributions (assets) at beginning of year2011-12-31$29,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,673
Contract administrator fees2011-12-31$1,680
Liabilities. Value of benefit claims payable at end of year2011-12-31$81,540
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$81,540
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 name2011-12-31LARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,557
Total income from all sources (including contributions)2010-12-31$617,681
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$87,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$75,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$387,330
Value of total assets at end of year2010-12-31$2,167,327
Value of total assets at beginning of year2010-12-31$1,620,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,917
Total interest from all sources2010-12-31$800
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$135,813
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$367,364
Participant contributions at end of year2010-12-31$24,664
Participant contributions at beginning of year2010-12-31$16,449
Participant contributions at end of year2010-12-31$19,956
Participant contributions at beginning of year2010-12-31$1,824
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,966
Other income not declared elsewhere2010-12-31$229,551
Administrative expenses (other) incurred2010-12-31$6,470
Total non interest bearing cash at beginning of year2010-12-31$218,154
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$529,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,085,787
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,555,832
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,958,373
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,299,035
Interest on participant loans2010-12-31$800
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$134,772
Value of interest in common/collective trusts at beginning of year2010-12-31$55,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$29,562
Employer contributions (assets) at beginning of year2010-12-31$29,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$75,809
Contract administrator fees2010-12-31$5,447
Liabilities. Value of benefit claims payable at end of year2010-12-31$81,540
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$64,557
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2007 : NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$418,367
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$123,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$113,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$347,372
Value of total assets at end of year2007-12-31$1,500,524
Value of total assets at beginning of year2007-12-31$1,205,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$10,093
Total interest from all sources2007-12-31$1,155
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2007-12-31$0
Was this plan covered by a fidelity bond2007-12-31No
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$317,810
Participant contributions at end of year2007-12-31$13,345
Participant contributions at beginning of year2007-12-31$4,796
Participant contributions at end of year2007-12-31$18,744
Participant contributions at beginning of year2007-12-31$17
Other income not declared elsewhere2007-12-31$730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$295,163
Value of net assets at end of year (total assets less liabilities)2007-12-31$1,500,524
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$1,205,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$1,255,096
Value of interest in pooled separate accounts at beginning of year2007-12-31$1,063,748
Interest on participant loans2007-12-31$539
Interest earned on other investments2007-12-31$616
Value of interest in common/collective trusts at end of year2007-12-31$159,586
Value of interest in common/collective trusts at beginning of year2007-12-31$107,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$24,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$29,172
Net investment gain/loss from pooled separate accounts2007-12-31$63,122
Net investment gain or loss from common/collective trusts2007-12-31$5,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31Yes
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$29,562
Employer contributions (assets) at end of year2007-12-31$29,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$113,111
Contract administrator fees2007-12-31$10,093
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31LARSONALLEN LLP
Accountancy firm EIN2007-12-31410746749

Form 5500 Responses for NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K)

2014: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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 - TrustYes
2013: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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 - TrustYes
2012: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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 - TrustYes
2011: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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 - TrustYes
2009: NATIONAL HOSPICE INVESTMENT PROGRAM LLC 401(K) 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

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