INCARNATION HOME HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 247 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 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 | 104 |
| Total of all active and inactive participants | 2023-01-01 | 244 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 244 |
| Number of participants with account balances | 2023-01-01 | 165 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2019: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 254 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 216 |
| 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 | 48 |
| Total of all active and inactive participants | 2019-01-01 | 264 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 264 |
| Number of participants with account balances | 2019-01-01 | 157 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 219 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 200 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 23 |
| Total of all active and inactive participants | 2018-01-01 | 223 |
| Total participants | 2018-01-01 | 223 |
| Number of participants with account balances | 2018-01-01 | 160 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 45 |
| Measure | Date | Value |
|---|
| 2023 : INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $4,632 |
| Value of total assets at end of year | 2023-12-31 | $159,043 |
| Value of total assets at beginning of year | 2023-12-31 | $154,411 |
| Total interest from all sources | 2023-12-31 | $4,632 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | No |
| 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 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $159,043 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $154,411 |
| 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 | $4,632 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $159,043 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $154,411 |
| 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 |
| Interest earned on other investments | 2023-12-31 | $4,632 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| 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 | Disclaimer |
| Accountancy firm name | 2023-12-31 | CALVETTI FERGUSON |
| Accountancy firm EIN | 2023-12-31 | 134255527 |
| 2019 : INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $2,923 |
| Value of total assets at end of year | 2019-12-31 | $141,296 |
| Value of total assets at beginning of year | 2019-12-31 | $138,373 |
| Total interest from all sources | 2019-12-31 | $2,923 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $141,296 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $100,005 |
| 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 | $2,923 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $141,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $138,373 |
| 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 |
| Interest earned on other investments | 2019-12-31 | $2,923 |
| 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 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $38,368 |
| 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 |
| 2018 : INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $39,513 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $37,941 |
| Value of total assets at end of year | 2018-12-31 | $137,946 |
| Value of total assets at beginning of year | 2018-12-31 | $98,433 |
| Total interest from all sources | 2018-12-31 | $1,572 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $100,005 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $36,003 |
| 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 | $39,513 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $137,946 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $98,433 |
| 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 |
| Interest earned on other investments | 2018-12-31 | $1,572 |
| 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 | $37,941 |
| Employer contributions (assets) at end of year | 2018-12-31 | $37,941 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $62,430 |
| 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 | JBS & COMPANY, LLC |
| Accountancy firm EIN | 2018-12-31 | 274032675 |
| 2023: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING 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 – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: INCARNATION HOME HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
