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MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 401k Plan overview

Plan NameMONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN
Plan identification number 403

MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

MONTGOMERY HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MONTGOMERY HOSPICE, INC.
Employer identification number (EIN):521114719
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
4032017-01-01
4032016-01-01
4032015-01-01
4032014-01-01
4032013-01-01MONICA ESCALANTE MONICA ESCALANTE2014-09-12
4032012-01-01MONICA ESCALANTE
4032011-01-01MARTHA FLORY
4032009-01-01MARTHA FLORY MARTHA FLORY2010-10-15

Plan Statistics for MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN

401k plan membership statisitcs for MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN

Measure Date Value
2017: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01323
Total number of active participants reported on line 7a of the Form 55002017-01-01327
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01366
Number of participants with account balances2017-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01276
Total number of active participants reported on line 7a of the Form 55002016-01-01291
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01323
Number of participants with account balances2016-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01280
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01274
Number of participants with account balances2015-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01283
Total number of active participants reported on line 7a of the Form 55002013-01-01252
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01283
Number of participants with account balances2012-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-0159
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01203
Number of participants with account balances2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN

Measure Date Value
2017 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$80
Total income from all sources (including contributions)2017-12-31$3,474,461
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$727,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$724,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,669,768
Value of total assets at end of year2017-12-31$14,164,442
Value of total assets at beginning of year2017-12-31$11,417,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,100
Total interest from all sources2017-12-31$7,776
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,068,370
Participant contributions at end of year2017-12-31$235,206
Participant contributions at beginning of year2017-12-31$167,459
Participant contributions at end of year2017-12-31$38,112
Participant contributions at beginning of year2017-12-31$38,407
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$112,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$80
Other income not declared elsewhere2017-12-31$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,746,579
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,164,342
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,417,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,440,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,848,479
Interest on participant loans2017-12-31$7,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,796,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$489,155
Employer contributions (assets) at end of year2017-12-31$450,195
Employer contributions (assets) at beginning of year2017-12-31$363,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$724,782
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$80
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$60
Total income from all sources (including contributions)2016-12-31$2,208,813
Total of all expenses incurred2016-12-31$246,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$244,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,491,583
Value of total assets at end of year2016-12-31$11,417,843
Value of total assets at beginning of year2016-12-31$9,455,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,500
Total interest from all sources2016-12-31$5,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$983,327
Participant contributions at end of year2016-12-31$167,459
Participant contributions at beginning of year2016-12-31$98,554
Participant contributions at end of year2016-12-31$38,407
Participant contributions at beginning of year2016-12-31$29,363
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$80
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$60
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,962,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,417,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,455,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,848,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,967,564
Interest on participant loans2016-12-31$5,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$711,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$401,328
Employer contributions (assets) at end of year2016-12-31$363,498
Employer contributions (assets) at beginning of year2016-12-31$360,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$244,003
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$60
Total income from all sources (including contributions)2015-12-31$1,365,367
Total of all expenses incurred2015-12-31$491,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$488,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,377,480
Value of total assets at end of year2015-12-31$9,455,513
Value of total assets at beginning of year2015-12-31$8,581,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,050
Total interest from all sources2015-12-31$3,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$895,789
Participant contributions at end of year2015-12-31$98,554
Participant contributions at beginning of year2015-12-31$55,858
Participant contributions at end of year2015-12-31$29,363
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$873,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,455,453
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,581,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,967,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,291,709
Interest on participant loans2015-12-31$3,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$393,062
Employer contributions (assets) at end of year2015-12-31$360,032
Employer contributions (assets) at beginning of year2015-12-31$234,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$488,651
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,618,493
Total of all expenses incurred2014-12-31$605,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$602,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,126,851
Value of total assets at end of year2014-12-31$8,581,787
Value of total assets at beginning of year2014-12-31$7,568,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,239
Total interest from all sources2014-12-31$1,979
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$1,000,000
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$852,325
Participant contributions at end of year2014-12-31$55,858
Participant contributions at beginning of year2014-12-31$35,117
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,306
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$1,013,054
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,581,787
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,568,733
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
Investment advisory and management fees2014-12-31$3,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,291,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,263,540
Interest on participant loans2014-12-31$1,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$489,663
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$234,220
Employer contributions (assets) at end of year2014-12-31$234,220
Employer contributions (assets) at beginning of year2014-12-31$270,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$602,200
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 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$868
Total income from all sources (including contributions)2013-12-31$2,235,521
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$613,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$610,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,152,303
Value of total assets at end of year2013-12-31$7,568,733
Value of total assets at beginning of year2013-12-31$5,948,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,060
Total interest from all sources2013-12-31$1,112
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$525,000
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$808,331
Participant contributions at end of year2013-12-31$35,117
Participant contributions at beginning of year2013-12-31$6,429
Participant contributions at beginning of year2013-12-31$977
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$868
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$1,621,551
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,568,733
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,947,182
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
Investment advisory and management fees2013-12-31$3,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,263,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,717,538
Interest on participant loans2013-12-31$1,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,082,106
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$270,076
Employer contributions (assets) at end of year2013-12-31$270,076
Employer contributions (assets) at beginning of year2013-12-31$223,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$610,910
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 name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,693,123
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,020,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,012,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$881,704
Value of total assets at end of year2012-12-31$5,948,050
Value of total assets at beginning of year2012-12-31$5,274,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,668
Total interest from all sources2012-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$151,838
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$525,000
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$654,917
Participant contributions at end of year2012-12-31$6,429
Participant contributions at end of year2012-12-31$977
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$868
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$672,827
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,947,182
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,274,355
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
Investment advisory and management fees2012-12-31$7,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,717,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,043,222
Interest on participant loans2012-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$659,550
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$223,035
Employer contributions (assets) at end of year2012-12-31$223,106
Employer contributions (assets) at beginning of year2012-12-31$231,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,012,628
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$812,975
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$455,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$450,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$819,962
Value of total assets at end of year2011-12-31$5,274,355
Value of total assets at beginning of year2011-12-31$4,917,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,303
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$151,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$151,609
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$525,000
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$545,791
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,594
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$357,233
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,274,355
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,917,122
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$5,043,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,714,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-158,596
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$224,577
Employer contributions (assets) at end of year2011-12-31$231,133
Employer contributions (assets) at beginning of year2011-12-31$202,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$450,439
Contract administrator fees2011-12-31$5,303
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,365,175
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$335,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$333,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$755,211
Value of total assets at end of year2010-12-31$4,917,122
Value of total assets at beginning of year2010-12-31$3,887,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,145
Total interest from all sources2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$526,047
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,573
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$1,029,356
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,917,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,887,766
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$4,714,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,778,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$609,964
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$192,591
Employer contributions (assets) at end of year2010-12-31$202,495
Employer contributions (assets) at beginning of year2010-12-31$109,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$333,674
Contract administrator fees2010-12-31$2,145
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 name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN

2017: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONTGOMERY HOSPICE EMPLOYEE AND EMPLOYER CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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