401k Plan data: PURPOSE HOME HEALTH 401(K) PLAN plan

PURPOSE HOME HEALTH 401(K) PLAN 401k Plan overview

Plan Name	PURPOSE HOME HEALTH 401(K) PLAN
Plan identification number	001

PURPOSE HOME HEALTH 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PURPOSE HOME HEALTH has sponsored the creation of one or more 401k plans.

Company Name: PURPOSE HOME HEALTH

Employer identification number (EIN): 453772548

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PURPOSE HOME HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-09-01

Plan Statistics for PURPOSE HOME HEALTH 401(K) PLAN

401k plan membership statisitcs for PURPOSE HOME HEALTH 401(K) PLAN

Measure Date Value
2023: PURPOSE HOME HEALTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,650
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,140
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 115
Total of all active and inactive participants 2023-01-01 2,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 2,256
Number of participants with account balances 2023-01-01 533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PURPOSE HOME HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 225
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 21
Total of all active and inactive participants 2022-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 246
Number of participants with account balances 2022-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PURPOSE HOME HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 203
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 17
Total of all active and inactive participants 2021-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 220
Number of participants with account balances 2021-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PURPOSE HOME HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 185
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 10
Total of all active and inactive participants 2020-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 195
Number of participants with account balances 2020-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PURPOSE HOME HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
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 8
Total of all active and inactive participants 2019-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 163
Number of participants with account balances 2019-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PURPOSE HOME HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 149
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 1
Total of all active and inactive participants 2018-09-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 150
Number of participants with account balances 2018-09-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0

Measure	Date	Value
2023: PURPOSE HOME HEALTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,650
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,140
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	115
Total of all active and inactive participants	2023-01-01	2,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	2,256
Number of participants with account balances	2023-01-01	533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PURPOSE HOME HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	225
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	21
Total of all active and inactive participants	2022-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	246
Number of participants with account balances	2022-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PURPOSE HOME HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	203
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	17
Total of all active and inactive participants	2021-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	220
Number of participants with account balances	2021-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PURPOSE HOME HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	185
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	10
Total of all active and inactive participants	2020-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	195
Number of participants with account balances	2020-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PURPOSE HOME HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
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	8
Total of all active and inactive participants	2019-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	163
Number of participants with account balances	2019-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PURPOSE HOME HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	149
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	1
Total of all active and inactive participants	2018-09-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	150
Number of participants with account balances	2018-09-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0

Financial Data on PURPOSE HOME HEALTH 401(K) PLAN

Measure	Date	Value
2023 : PURPOSE HOME HEALTH 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$4,538,205
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,799,764
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,243,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,221,112
Expenses. Certain deemed distributions of participant loans	2023-12-31	$351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,228,337
Value of total assets at end of year	2023-12-31	$6,112,103
Value of total assets at beginning of year	2023-12-31	$1,018,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$22,416
Total interest from all sources	2023-12-31	$2,372
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$102,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$102,417
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$102,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$910,784
Participant contributions at end of year	2023-12-31	$82,546
Participant contributions at beginning of year	2023-12-31	$40,105
Participant contributions at end of year	2023-12-31	$28,408
Participant contributions at beginning of year	2023-12-31	$9,886
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$173,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$555,885
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,112,103
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,018,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$16,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,862,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$928,374
Interest on participant loans	2023-12-31	$2,372
Value of interest in common/collective trusts at beginning of year	2023-12-31	$34,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$463,569
Net investment gain or loss from common/collective trusts	2023-12-31	$3,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$144,270
Employer contributions (assets) at end of year	2023-12-31	$138,350
Employer contributions (assets) at beginning of year	2023-12-31	$5,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,221,112
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN	2023-12-31	611064249
2022 : PURPOSE HOME HEALTH 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$256,881
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$211,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$202,538
Expenses. Certain deemed distributions of participant loans	2022-12-31	$318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$422,527
Value of total assets at end of year	2022-12-31	$1,018,013
Value of total assets at beginning of year	2022-12-31	$972,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,413
Total interest from all sources	2022-12-31	$1,486
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$21,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$21,669
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$98,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$262,189
Participant contributions at end of year	2022-12-31	$40,105
Participant contributions at beginning of year	2022-12-31	$27,126
Participant contributions at end of year	2022-12-31	$9,886
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$25,849
Other income not declared elsewhere	2022-12-31	$9
Administrative expenses (other) incurred	2022-12-31	$8,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$45,612
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,018,013
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$972,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$928,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$940,789
Interest on participant loans	2022-12-31	$1,486
Value of interest in common/collective trusts at end of year	2022-12-31	$34,081
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-189,107
Net investment gain or loss from common/collective trusts	2022-12-31	$297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$134,489
Employer contributions (assets) at end of year	2022-12-31	$5,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$202,538
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN	2022-12-31	611064249
2021 : PURPOSE HOME HEALTH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$459,886
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$33,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$28,331
Expenses. Certain deemed distributions of participant loans	2021-12-31	$475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$371,292
Value of total assets at end of year	2021-12-31	$972,401
Value of total assets at beginning of year	2021-12-31	$546,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,812
Total interest from all sources	2021-12-31	$1,244
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$20,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$20,708
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$55,000
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	$222,079
Participant contributions at end of year	2021-12-31	$27,126
Participant contributions at beginning of year	2021-12-31	$19,924
Participant contributions at beginning of year	2021-12-31	$5,645
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,593
Administrative expenses (other) incurred	2021-12-31	$4,812
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	$426,268
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$972,401
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$546,133
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$940,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$516,230
Interest on participant loans	2021-12-31	$1,244
Value of interest in common/collective trusts at end of year	2021-12-31	$4,486
Value of interest in common/collective trusts at beginning of year	2021-12-31	$600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$66,611
Net investment gain or loss from common/collective trusts	2021-12-31	$31
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$120,620
Employer contributions (assets) at beginning of year	2021-12-31	$3,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$28,331
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	DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN	2021-12-31	611064249
2020 : PURPOSE HOME HEALTH 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$309,601
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$45,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$42,366
Value of total corrective distributions	2020-12-31	$230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$242,151
Value of total assets at end of year	2020-12-31	$546,133
Value of total assets at beginning of year	2020-12-31	$282,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,314
Total interest from all sources	2020-12-31	$498
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$9,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$9,829
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$29,000
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	$159,438
Participant contributions at end of year	2020-12-31	$19,924
Participant contributions at beginning of year	2020-12-31	$5,035
Participant contributions at end of year	2020-12-31	$5,645
Administrative expenses (other) incurred	2020-12-31	$3,314
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	$263,691
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$546,133
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$282,442
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$516,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$277,073
Interest on participant loans	2020-12-31	$498
Value of interest in common/collective trusts at end of year	2020-12-31	$600
Value of interest in common/collective trusts at beginning of year	2020-12-31	$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$57,111
Net investment gain or loss from common/collective trusts	2020-12-31	$12
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$82,713
Employer contributions (assets) at end of year	2020-12-31	$3,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$42,366
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	Unqualified
Accountancy firm name	2020-12-31	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2020-12-31	611064249
2019 : PURPOSE HOME HEALTH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$231,475
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$24,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$198,995
Value of total assets at end of year	2019-12-31	$282,442
Value of total assets at beginning of year	2019-12-31	$75,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,799
Total interest from all sources	2019-12-31	$53
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,390
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$8,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$131,916
Participant contributions at end of year	2019-12-31	$5,035
Administrative expenses (other) incurred	2019-12-31	$1,799
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	$207,260
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$282,442
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$75,182
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$277,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$75,182
Interest on participant loans	2019-12-31	$53
Value of interest in common/collective trusts at end of year	2019-12-31	$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$26,037
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$67,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$22,416
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	RODEFER MOSS & CO, PLLC
Accountancy firm EIN	2019-12-31	621690032
2018 : PURPOSE HOME HEALTH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$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	$75,979
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$80,346
Value of total assets at end of year	2018-12-31	$75,182
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$109
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,890
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$61,251
Administrative expenses (other) incurred	2018-12-31	$109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$75,182
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$75,182
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$75,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$688
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TERESA L POWELL
Accountancy firm EIN	2018-12-31	352064898

Form 5500 Responses for PURPOSE HOME HEALTH 401(K) PLAN

2023: PURPOSE HOME HEALTH 401(K) PLAN 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: PURPOSE HOME HEALTH 401(K) PLAN 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: PURPOSE HOME HEALTH 401(K) PLAN 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: PURPOSE HOME HEALTH 401(K) PLAN 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: PURPOSE HOME HEALTH 401(K) PLAN 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: PURPOSE HOME HEALTH 401(K) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	First time form 5500 has been submitted	Yes
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PURPOSE HOME HEALTH
Employer identification number (EIN):	453772548
NAIC Classification:	621610
NAIC Description:	Home Health Care Services