GRACE HOSPICE OF OKLAHOMA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GRACE HOSPICE OF OKLAHOMA 401(K) PLAN
Measure | Date | Value |
---|
2021 : GRACE HOSPICE OF OKLAHOMA 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $164,081 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,044,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,029,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $21,540 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $1,880,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,208 |
Total interest from all sources | 2021-12-31 | $1,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $189,000 |
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 | $2,213 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $111,269 |
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 | $-1,880,739 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,880,739 |
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 |
Investment advisory and management fees | 2021-12-31 | $15,208 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,701,134 |
Interest on participant loans | 2021-12-31 | $1,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $140,848 |
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 | $19,327 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $68,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,029,612 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | No |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | REGIER CARR & MONROE LLP |
Accountancy firm EIN | 2021-12-31 | 480573184 |
2020 : GRACE HOSPICE OF OKLAHOMA 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $515,890 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $147,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $139,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $208,570 |
Value of total assets at end of year | 2020-12-31 | $1,880,739 |
Value of total assets at beginning of year | 2020-12-31 | $1,511,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,931 |
Total interest from all sources | 2020-12-31 | $4,483 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,100 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,100 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $189,000 |
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 | $140,139 |
Participant contributions at end of year | 2020-12-31 | $111,269 |
Participant contributions at beginning of year | 2020-12-31 | $68,903 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $95 |
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 | $368,880 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,880,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,511,859 |
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 pooled separate accounts at end of year | 2020-12-31 | $1,701,134 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,352,745 |
Interest on participant loans | 2020-12-31 | $4,483 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $301,737 |
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 | $68,336 |
Employer contributions (assets) at end of year | 2020-12-31 | $68,336 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $90,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $139,079 |
Contract administrator fees | 2020-12-31 | $7,931 |
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 | REGIER CARR & MONROE LLP |
Accountancy firm EIN | 2020-12-31 | 480573184 |
2010 : GRACE HOSPICE OF OKLAHOMA 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $189,331 |
Expenses. Total of all expenses incurred | 2010-12-31 | $147,837 |
Benefits paid (including direct rollovers) | 2010-12-31 | $142,340 |
Total plan assets at end of year | 2010-12-31 | $484,012 |
Total plan assets at beginning of year | 2010-12-31 | $442,518 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $103,416 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $41,548 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $41,494 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $484,012 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $442,518 |
Assets. Value of participant loans | 2010-12-31 | $8,682 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,367 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $5,497 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : GRACE HOSPICE OF OKLAHOMA 401(K) 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 |