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ACCORDCARE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameACCORDCARE 401(K) RETIREMENT PLAN
Plan identification number 001

ACCORDCARE 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

ACCORDCARE has sponsored the creation of one or more 401k plans.

Company Name:ACCORDCARE
Employer identification number (EIN):453166348
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCORDCARE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JIM FASANO2024-10-10
0012018-01-01
0012018-01-01
0012017-01-01CHRISTOPHER H. FOSTER
0012016-01-01CHRISTOPHER H. FOSTER
0012015-01-01CHRISTOPHER H. FOSTER
0012014-01-01CHRISTOPHER H. FOSTER
0012013-01-01CHRISTOPHER H FOSTER
0012012-01-01CHRISTOPHER H FOSTER
0012011-09-02CHRISTOPHER H FOSTER

Plan Statistics for ACCORDCARE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ACCORDCARE 401(K) RETIREMENT PLAN

Measure Date Value
2018: ACCORDCARE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0185
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0173
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ACCORDCARE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01116
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ACCORDCARE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0190
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0184
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ACCORDCARE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ACCORDCARE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0153
Total number of active participants reported on line 7a of the Form 55002014-01-0169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0169
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCORDCARE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ACCORDCARE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACCORDCARE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-021
Total number of active participants reported on line 7a of the Form 55002011-09-021
Number of retired or separated participants receiving benefits2011-09-020
Number of other retired or separated participants entitled to future benefits2011-09-020
Total of all active and inactive participants2011-09-021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-020
Total participants2011-09-021
Number of participants with account balances2011-09-021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-020

Financial Data on ACCORDCARE 401(K) RETIREMENT PLAN

Measure Date Value
2018 : ACCORDCARE 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$719,233
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$4,062,977
Total plan assets at beginning of year2018-12-31$3,343,744
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$719,233
Net income (gross income less expenses)2018-12-31$719,233
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,062,977
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,343,744
Assets. Value of employer securities2018-12-31$4,062,977
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ACCORDCARE 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$363,054
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$3,343,744
Total plan assets at beginning of year2017-12-31$2,980,690
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$363,054
Net income (gross income less expenses)2017-12-31$363,054
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,343,744
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,980,690
Assets. Value of employer securities2017-12-31$3,343,744
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ACCORDCARE 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$372,093
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,980,690
Total plan assets at beginning of year2016-12-31$2,608,597
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$372,093
Net income (gross income less expenses)2016-12-31$372,093
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,980,690
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,608,597
Assets. Value of employer securities2016-12-31$2,980,690
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : ACCORDCARE 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$430,646
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,608,597
Total plan assets at beginning of year2015-12-31$2,177,951
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$430,646
Net income (gross income less expenses)2015-12-31$430,646
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,608,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,177,951
Assets. Value of employer securities2015-12-31$2,608,597
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ACCORDCARE 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$750,722
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,177,951
Total plan assets at beginning of year2014-12-31$1,427,229
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$750,722
Net income (gross income less expenses)2014-12-31$750,722
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,177,951
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,427,229
Assets. Value of employer securities2014-12-31$2,177,951
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ACCORDCARE 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$692,522
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,427,229
Total plan assets at beginning of year2013-12-31$734,707
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$692,522
Net income (gross income less expenses)2013-12-31$692,522
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,427,229
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$734,707
Assets. Value of employer securities2013-12-31$1,427,229
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ACCORDCARE 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$534,707
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$734,707
Total plan assets at beginning of year2012-12-31$200,000
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$534,707
Net income (gross income less expenses)2012-12-31$534,707
Net plan assets at end of year (total assets less liabilities)2012-12-31$734,707
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$200,000
Assets. Value of employer securities2012-12-31$734,707
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : ACCORDCARE 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$200,000
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$200,000
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$200,000
Other income received2011-12-31$0
Net income (gross income less expenses)2011-12-31$200,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$200,000
Assets. Value of employer securities2011-12-31$200,000
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for ACCORDCARE 401(K) RETIREMENT PLAN

2018: ACCORDCARE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingYes
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: ACCORDCARE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACCORDCARE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACCORDCARE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACCORDCARE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACCORDCARE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACCORDCARE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACCORDCARE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-09-02Type of plan entitySingle employer plan
2011-09-02First time form 5500 has been submittedYes
2011-09-02This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-02Plan funding arrangement – TrustYes
2011-09-02Plan benefit arrangement - TrustYes

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