401k Plan data: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN plan

INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 401k Plan overview

Plan Name	INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN
Plan identification number	001

INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN Benefits

401k Plan Type

Defined 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 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSTRUCTIVE VISITING NURSE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: INSTRUCTIVE VISITING NURSE ASSOCIATION

Employer identification number (EIN): 621396840

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about INSTRUCTIVE VISITING NURSE ASSOCIATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1988-11-14

Company Identification Number: 0330104

Legal Registered Office Address: 5008 MONUMENT AVE

RICHMOND
United States of America (USA)
23230

More information about INSTRUCTIVE VISITING NURSE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 J. G. BECKNER 2013-07-17 J. G. BECKNER 2013-07-17
001 2011-01-01 J. G. BECKNER J. G. BECKNER 2012-12-03
001 2010-01-01 JAMES BECKNER JAMES BECKNER 2012-02-07
001 2009-01-01 JAMES BECKNER
001 2009-01-01 JAMES G BECKNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	J. G. BECKNER	2013-07-17	J. G. BECKNER	2013-07-17
001	2011-01-01	J. G. BECKNER		J. G. BECKNER	2012-12-03
001	2010-01-01	JAMES BECKNER		JAMES BECKNER	2012-02-07
001	2009-01-01	JAMES BECKNER
001	2009-01-01	JAMES G BECKNER

Plan Statistics for INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN

401k plan membership statisitcs for INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN

Measure Date Value
2011: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 42
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 97
Total of all active and inactive participants 2010-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 139
Number of participants with account balances 2010-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 10
2009: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 86
Total of all active and inactive participants 2009-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 126
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2011: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	42
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	97
Total of all active and inactive participants	2010-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	139
Number of participants with account balances	2010-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	10
2009: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	86
Total of all active and inactive participants	2009-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	126
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN

Measure	Date	Value
2011 : INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$-37,894
Total of all expenses incurred	2011-12-31	$559,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$553,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,317
Value of total assets at end of year	2011-12-31	$1,705,279
Value of total assets at beginning of year	2011-12-31	$2,302,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,077
Total interest from all sources	2011-12-31	$2,252
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$46,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$46,374
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,317
Participant contributions at end of year	2011-12-31	$13,240
Participant contributions at beginning of year	2011-12-31	$16,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-597,448
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,705,279
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,302,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,640,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,223,051
Interest on participant loans	2011-12-31	$641
Interest earned on other investments	2011-12-31	$1,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$51,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$62,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-91,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$131
Employer contributions (assets) at beginning of year	2011-12-31	$131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$553,477
Contract administrator fees	2011-12-31	$6,077
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WELLS, COLEMAN, & CO., LLP
Accountancy firm EIN	2011-12-31	540593442
2010 : INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$283,975
Total of all expenses incurred	2010-12-31	$971,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$965,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$115,026
Value of total assets at end of year	2010-12-31	$2,302,727
Value of total assets at beginning of year	2010-12-31	$2,989,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,702
Total interest from all sources	2010-12-31	$1,437
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,756
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$47,407
Participant contributions at end of year	2010-12-31	$16,759
Participant contributions at beginning of year	2010-12-31	$8,287
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$46,523
Administrative expenses (other) incurred	2010-12-31	$5,702
Total non interest bearing cash at beginning of year	2010-12-31	$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-687,065
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,302,727
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,989,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,223,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,978,668
Value of interest in pooled separate accounts at end of year	2010-12-31	$62,786
Interest on participant loans	2010-12-31	$427
Interest earned on other investments	2010-12-31	$1,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$121,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$21,096
Employer contributions (assets) at end of year	2010-12-31	$131
Employer contributions (assets) at beginning of year	2010-12-31	$2,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$965,338
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WEILS, COLEMAN, & CO., LLP
Accountancy firm EIN	2010-12-31	540593442
2009 : INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN

2011: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INSTRUCTIVE VISITING NURSE ASSOCIATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200518

Policy instance

Insurance contract or identification number	200518
Number of Individuals Covered	48
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )

Policy contract number

200518

Policy instance

Insurance contract or identification number	200518
Number of Individuals Covered	107
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	INSTRUCTIVE VISITING NURSE ASSOCIATION
Employer identification number (EIN):	621396840
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1988-11-14
Company Identification Number:	0330104
Legal Registered Office Address:	5008 MONUMENT AVE RICHMOND United States of America (USA) 23230