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IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameIPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN
Plan identification number 001

IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IPH HOME HEALTH CARE, INC has sponsored the creation of one or more 401k plans.

Company Name:IPH HOME HEALTH CARE, INC
Employer identification number (EIN):742699381
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ROBERT HUERTA
0012016-01-01ROBERT HUERTA
0012015-01-01ROBERT HUERTA
0012014-01-01ROBERT HUERTA
0012013-01-01ROBERT HUERTA
0012012-01-01ROBERT HUERTA
0012011-01-01ROBERT HUERTA
0012010-01-01ROBERT HUERTA
0012009-01-01ROBERT HUERTA
0012009-01-01 ROBERT HUERTA2010-09-28

Plan Statistics for IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01270
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01270
Number of participants with account balances2021-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01273
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01270
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01295
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01273
Number of participants with account balances2019-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01367
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01292
Number of participants with account balances2018-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01439
Total number of active participants reported on line 7a of the Form 55002017-01-01325
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01354
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01561
Total number of active participants reported on line 7a of the Form 55002016-01-01358
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01393
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01740
Total number of active participants reported on line 7a of the Form 55002015-01-01530
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01561
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01676
Total number of active participants reported on line 7a of the Form 55002014-01-01715
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01736
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01620
Total number of active participants reported on line 7a of the Form 55002013-01-01636
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01651
Number of participants with account balances2013-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01698
Total number of active participants reported on line 7a of the Form 55002012-01-01496
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01528
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01684
Total number of active participants reported on line 7a of the Form 55002011-01-01594
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01644
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01798
Total number of active participants reported on line 7a of the Form 55002010-01-01653
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01699
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01837
Total number of active participants reported on line 7a of the Form 55002009-01-01646
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01693
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$354,924
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$134,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$127,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$116,771
Value of total assets at end of year2021-12-31$2,576,536
Value of total assets at beginning of year2021-12-31$2,356,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,620
Total interest from all sources2021-12-31$14,135
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$42,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$42,782
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$375,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$71,578
Participant contributions at end of year2021-12-31$278,516
Participant contributions at beginning of year2021-12-31$204,636
Participant contributions at end of year2021-12-31$1,950
Participant contributions at beginning of year2021-12-31$2,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$220,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,576,536
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,356,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,254,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,110,115
Interest on participant loans2021-12-31$14,128
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$38,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$37,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$37,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$181,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,193
Employer contributions (assets) at end of year2021-12-31$3,203
Employer contributions (assets) at beginning of year2021-12-31$1,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$127,025
Contract administrator fees2021-12-31$7,620
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GF VALDEZ, PC
Accountancy firm EIN2021-12-31200842060
2020 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$40,761
Total income from all sources (including contributions)2020-12-31$521,410
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$266,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$257,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$208,678
Value of total assets at end of year2020-12-31$2,356,257
Value of total assets at beginning of year2020-12-31$2,142,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,343
Total interest from all sources2020-12-31$12,737
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$33,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$33,833
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$375,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$79,474
Participant contributions at end of year2020-12-31$204,636
Participant contributions at beginning of year2020-12-31$193,975
Participant contributions at end of year2020-12-31$2,797
Participant contributions at beginning of year2020-12-31$569
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$254,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,356,257
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,101,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,110,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,914,313
Interest on participant loans2020-12-31$12,552
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$33,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$33,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$266,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$45,881
Employer contributions (assets) at end of year2020-12-31$1,679
Employer contributions (assets) at beginning of year2020-12-31$326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$257,642
Contract administrator fees2020-12-31$9,343
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$40,761
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GF VALDEZ, PC
Accountancy firm EIN2020-12-31200842060
2019 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,275
Total income from all sources (including contributions)2019-12-31$602,129
Total income from all sources (including contributions)2019-12-31$602,129
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$904,829
Total of all expenses incurred2019-12-31$904,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$894,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$894,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,472
Value of total assets at end of year2019-12-31$2,142,593
Value of total assets at end of year2019-12-31$2,142,593
Value of total assets at beginning of year2019-12-31$2,444,807
Value of total assets at beginning of year2019-12-31$2,444,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,172
Total interest from all sources2019-12-31$15,338
Total interest from all sources2019-12-31$15,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$47,420
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$47,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$47,420
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$47,420
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$375,000
Value of fidelity bond cover2019-12-31$375,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$120,366
Contributions received from participants2019-12-31$120,366
Participant contributions at end of year2019-12-31$193,975
Participant contributions at end of year2019-12-31$193,975
Participant contributions at beginning of year2019-12-31$217,109
Participant contributions at beginning of year2019-12-31$217,109
Participant contributions at end of year2019-12-31$569
Participant contributions at end of year2019-12-31$569
Participant contributions at beginning of year2019-12-31$633
Participant contributions at beginning of year2019-12-31$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-302,700
Value of net income/loss2019-12-31$-302,700
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,101,832
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,101,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,404,532
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,404,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,914,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,914,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,195,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,195,753
Interest on participant loans2019-12-31$14,614
Interest on participant loans2019-12-31$14,614
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$362,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$362,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$56,106
Contributions received in cash from employer2019-12-31$56,106
Employer contributions (assets) at end of year2019-12-31$326
Employer contributions (assets) at end of year2019-12-31$326
Employer contributions (assets) at beginning of year2019-12-31$309
Employer contributions (assets) at beginning of year2019-12-31$309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$894,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$894,657
Contract administrator fees2019-12-31$10,172
Contract administrator fees2019-12-31$10,172
Liabilities. Value of benefit claims payable at end of year2019-12-31$40,761
Liabilities. Value of benefit claims payable at end of year2019-12-31$40,761
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$40,275
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$40,275
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GF VALDEZ, PC
Accountancy firm name2019-12-31GF VALDEZ, PC
Accountancy firm EIN2019-12-31200842060
Accountancy firm EIN2019-12-31200842060
2018 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,925
Total income from all sources (including contributions)2018-12-31$17,646
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$922,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$913,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$160,709
Value of total assets at end of year2018-12-31$2,444,807
Value of total assets at beginning of year2018-12-31$3,355,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,876
Total interest from all sources2018-12-31$14,111
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$52,314
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$375,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$109,456
Participant contributions at end of year2018-12-31$217,109
Participant contributions at beginning of year2018-12-31$219,312
Participant contributions at end of year2018-12-31$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-904,726
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,404,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,309,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,195,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,100,393
Interest on participant loans2018-12-31$13,474
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$35,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$35,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-209,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$51,253
Employer contributions (assets) at end of year2018-12-31$309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$913,496
Contract administrator fees2018-12-31$8,876
Liabilities. Value of benefit claims payable at end of year2018-12-31$40,275
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$45,925
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GF VALDEZ, PC
Accountancy firm EIN2018-12-31200842060
2017 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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$45,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,234
Total income from all sources (including contributions)2017-12-31$750,786
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,527,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,513,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$193,478
Value of total assets at end of year2017-12-31$3,355,183
Value of total assets at beginning of year2017-12-31$4,094,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,518
Total interest from all sources2017-12-31$10,852
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,408
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$375,000
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$131,951
Participant contributions at end of year2017-12-31$219,312
Participant contributions at beginning of year2017-12-31$174,623
Participant contributions at beginning of year2017-12-31$3,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-776,548
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,309,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,085,806
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,100,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,884,169
Interest on participant loans2017-12-31$10,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$35,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$27,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$27,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$483,048
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$61,527
Employer contributions (assets) at beginning of year2017-12-31$4,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,513,816
Contract administrator fees2017-12-31$13,518
Liabilities. Value of benefit claims payable at end of year2017-12-31$45,925
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,234
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 name2017-12-31GF VALDEZ, PC
Accountancy firm EIN2017-12-31200842060
2016 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,441
Total income from all sources (including contributions)2016-12-31$550,887
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$159,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$247,942
Value of total assets at end of year2016-12-31$4,094,040
Value of total assets at beginning of year2016-12-31$3,710,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,233
Total interest from all sources2016-12-31$9,648
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$76,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$76,864
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$375,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$160,010
Participant contributions at end of year2016-12-31$174,623
Participant contributions at beginning of year2016-12-31$168,891
Participant contributions at end of year2016-12-31$3,124
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$391,245
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,085,806
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,694,561
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,884,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,524,204
Interest on participant loans2016-12-31$9,523
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$27,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$216,433
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$87,932
Employer contributions (assets) at end of year2016-12-31$4,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,409
Contract administrator fees2016-12-31$10,233
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,234
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$15,441
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 name2016-12-31GF VALDEZ, PC
Accountancy firm EIN2016-12-31200842060
2015 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,479
Total income from all sources (including contributions)2015-12-31$209,267
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$119,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$110,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$242,740
Value of total assets at end of year2015-12-31$3,710,002
Value of total assets at beginning of year2015-12-31$3,617,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,449
Total interest from all sources2015-12-31$6,698
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$75,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$75,664
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$375,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$154,907
Participant contributions at end of year2015-12-31$168,891
Participant contributions at beginning of year2015-12-31$106,888
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$89,636
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,694,561
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,604,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,524,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,400,605
Interest on participant loans2015-12-31$6,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-115,835
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$87,833
Employer contributions (assets) at beginning of year2015-12-31$102,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$110,182
Contract administrator fees2015-12-31$9,449
Liabilities. Value of benefit claims payable at end of year2015-12-31$15,441
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$12,479
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 name2015-12-31GF VALDEZ, PC
Accountancy firm EIN2015-12-31200842060
2014 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,630
Total income from all sources (including contributions)2014-12-31$364,051
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$178,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$167,934
Value of total assets at end of year2014-12-31$3,515,227
Value of total assets at beginning of year2014-12-31$3,335,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,009
Total interest from all sources2014-12-31$4,495
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,166
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$167,934
Participant contributions at end of year2014-12-31$106,888
Participant contributions at beginning of year2014-12-31$138,328
Administrative expenses (other) incurred2014-12-31$209
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$185,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,515,227
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,330,067
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,400,605
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,119,468
Interest on participant loans2014-12-31$4,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$178,972
Net investment gain/loss from pooled separate accounts2014-12-31$-52,516
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$77,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,882
Contract administrator fees2014-12-31$6,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,630
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 name2014-12-31GF VALDEZ, PC
Accountancy firm EIN2014-12-31200842060
2013 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,361
Total income from all sources (including contributions)2013-12-31$623,146
Total of all expenses incurred2013-12-31$114,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$98,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$206,512
Value of total assets at end of year2013-12-31$3,335,697
Value of total assets at beginning of year2013-12-31$2,839,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,254
Total interest from all sources2013-12-31$7,044
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$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$128,611
Participant contributions at end of year2013-12-31$138,328
Participant contributions at beginning of year2013-12-31$133,775
Participant contributions at beginning of year2013-12-31$86
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$508,971
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,330,067
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,821,096
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$11,968
Value of interest in pooled separate accounts at end of year2013-12-31$3,119,468
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,619,917
Interest on participant loans2013-12-31$7,044
Net investment gain/loss from pooled separate accounts2013-12-31$409,590
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$77,901
Employer contributions (assets) at end of year2013-12-31$77,901
Employer contributions (assets) at beginning of year2013-12-31$85,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$98,921
Contract administrator fees2013-12-31$3,286
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,630
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$18,361
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 name2013-12-31GF VALDEZ, P.C.
Accountancy firm EIN2013-12-31200842060
2012 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,493
Total income from all sources (including contributions)2012-12-31$533,554
Total of all expenses incurred2012-12-31$272,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$269,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$235,748
Value of total assets at end of year2012-12-31$2,839,457
Value of total assets at beginning of year2012-12-31$2,585,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,708
Total interest from all sources2012-12-31$6,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$150,069
Participant contributions at end of year2012-12-31$133,775
Participant contributions at beginning of year2012-12-31$129,820
Participant contributions at end of year2012-12-31$86
Participant contributions at beginning of year2012-12-31$2,448
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$261,112
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,821,096
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,559,984
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$2,708
Value of interest in pooled separate accounts at end of year2012-12-31$2,619,917
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,420,811
Interest on participant loans2012-12-31$6,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$930,667
Net investment gain/loss from pooled separate accounts2012-12-31$291,056
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$85,679
Employer contributions (assets) at end of year2012-12-31$85,679
Employer contributions (assets) at beginning of year2012-12-31$101,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$269,734
Liabilities. Value of benefit claims payable at end of year2012-12-31$18,361
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$25,493
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 name2012-12-31GF VALDEZ, P.C.
Accountancy firm EIN2012-12-31200842060
2011 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,579
Total income from all sources (including contributions)2011-12-31$256,295
Total of all expenses incurred2011-12-31$98,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$93,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$284,303
Value of total assets at end of year2011-12-31$2,585,477
Value of total assets at beginning of year2011-12-31$2,432,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,409
Total interest from all sources2011-12-31$6,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$182,572
Participant contributions at end of year2011-12-31$129,820
Participant contributions at beginning of year2011-12-31$111,171
Participant contributions at end of year2011-12-31$2,448
Participant contributions at beginning of year2011-12-31$1,247
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$157,775
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,559,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,402,209
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
Investment advisory and management fees2011-12-31$5,409
Value of interest in pooled separate accounts at end of year2011-12-31$1,420,811
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,318,030
Interest on participant loans2011-12-31$6,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$930,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$870,986
Net investment gain/loss from pooled separate accounts2011-12-31$-34,400
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$101,731
Employer contributions (assets) at end of year2011-12-31$101,731
Employer contributions (assets) at beginning of year2011-12-31$131,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$93,111
Liabilities. Value of benefit claims payable at end of year2011-12-31$25,493
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$30,579
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 name2011-12-31GF VALDEZ, P.C.
Accountancy firm EIN2011-12-31200842060
2010 : IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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$30,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,088
Total income from all sources (including contributions)2010-12-31$525,435
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$99,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$351,446
Value of total assets at end of year2010-12-31$2,432,788
Value of total assets at beginning of year2010-12-31$2,008,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,479
Total interest from all sources2010-12-31$2,802
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$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$220,092
Participant contributions at end of year2010-12-31$111,171
Participant contributions at beginning of year2010-12-31$61,232
Participant contributions at end of year2010-12-31$1,247
Participant contributions at beginning of year2010-12-31$3,289
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$425,483
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,402,209
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,976,726
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
Investment advisory and management fees2010-12-31$6,284
Value of interest in pooled separate accounts at end of year2010-12-31$1,318,030
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,100,581
Interest on participant loans2010-12-31$2,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$870,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$708,902
Net investment gain/loss from pooled separate accounts2010-12-31$171,187
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$131,354
Employer contributions (assets) at end of year2010-12-31$131,354
Employer contributions (assets) at beginning of year2010-12-31$134,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,473
Contract administrator fees2010-12-31$195
Liabilities. Value of benefit claims payable at end of year2010-12-31$30,579
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$32,088
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 name2010-12-31GF VALDEZ, P.C.
Accountancy firm EIN2010-12-31200842060

Form 5500 Responses for IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN

2021: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IPH HOME HEALTH CARE 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IPH HOME HEALTH CARE 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106783
Policy instance 1
Insurance contract or identification number106783
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106783
Policy instance 1
Insurance contract or identification number106783
Number of Individuals Covered73
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,968
Total amount of fees paid to insurance companyUSD $3,286
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3286
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $11,968
Insurance broker nameGCFG INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-802252
Policy instance 1
Insurance contract or identification numberGA-802252
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $5,274
Total amount of fees paid to insurance companyUSD $879
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,274
Insurance broker organization code?3
Amount paid for insurance broker fees879
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameSOUTH TEXAS ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106783
Policy instance 2
Insurance contract or identification number106783
Number of Individuals Covered94
Insurance policy start date2012-08-17
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,287
Total amount of fees paid to insurance companyUSD $3,828
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,287
Insurance broker organization code?3
Amount paid for insurance broker fees3828
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameSOUTH TEXAS ADMINISTRATORS,INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-802252
Policy instance 1
Insurance contract or identification numberGA-802252
Number of Individuals Covered115
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,663
Total amount of fees paid to insurance companyUSD $1,110
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-802252
Policy instance 1
Insurance contract or identification numberGA-802252
Number of Individuals Covered123
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,597
Insurance broker organization code?3
Insurance broker nameMARIO OLIVEREZ

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