401k Plan data: HEART HOME HEALTH CARE 401K PLAN plan

HEART HOME HEALTH CARE 401K PLAN 401k Plan overview

Plan Name	HEART HOME HEALTH CARE 401K PLAN
Plan identification number	001

HEART HOME HEALTH CARE 401K PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

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

Company Name: HEART HOME HEALTH CARE, INC.

Employer identification number (EIN): 760697751

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about HEART HOME HEALTH CARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2007-09-27

Company Identification Number: P07000107324

Legal Registered Office Address: 430 STREET, ROAD 436, SUITE 242

CASSELBERRY

32707

More information about HEART HOME HEALTH CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART HOME HEALTH CARE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 CARL JENKINS 2021-12-16
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CARL JENKINS
001 2016-01-01 JAMES THOMPSON
001 2015-01-01 JAMES THOMPSON 2016-07-11
001 2014-01-01 JAMES THOMPSON 2015-08-03
001 2013-01-01 JAMES THOMPSON 2014-07-08
001 2012-01-01 JAMES THOMPSON 2013-07-01 HEART HOME HEALTH CARE, INC 2013-07-01
001 2011-01-01 JAMES THOMPSON 2012-06-08
001 2010-01-01 JAMES Z THOMPSON 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	CARL JENKINS	2021-12-16
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CARL JENKINS
001	2016-01-01	JAMES THOMPSON
001	2015-01-01	JAMES THOMPSON	2016-07-11
001	2014-01-01	JAMES THOMPSON	2015-08-03
001	2013-01-01	JAMES THOMPSON	2014-07-08
001	2012-01-01	JAMES THOMPSON	2013-07-01	HEART HOME HEALTH CARE, INC	2013-07-01
001	2011-01-01	JAMES THOMPSON	2012-06-08
001	2010-01-01	JAMES Z THOMPSON	2011-06-13

Plan Statistics for HEART HOME HEALTH CARE 401K PLAN

401k plan membership statisitcs for HEART HOME HEALTH CARE 401K PLAN

Measure Date Value
2020: HEART HOME HEALTH CARE 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEART HOME HEALTH CARE 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 359
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 366
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEART HOME HEALTH CARE 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 350
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 356
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEART HOME HEALTH CARE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 269
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 272
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEART HOME HEALTH CARE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 219
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 224
Number of participants with account balances 2016-01-01 11

Measure	Date	Value
2020: HEART HOME HEALTH CARE 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEART HOME HEALTH CARE 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	359
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	366
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEART HOME HEALTH CARE 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	350
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	356
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEART HOME HEALTH CARE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	269
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	272
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEART HOME HEALTH CARE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	219
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	224
Number of participants with account balances	2016-01-01	11

Financial Data on HEART HOME HEALTH CARE 401K PLAN

Measure	Date	Value
2020 : HEART HOME HEALTH CARE 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,861
Total of all expenses incurred	2020-12-31	$114,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$113,009
Value of total assets at end of year	2020-12-31	$59,105
Value of total assets at beginning of year	2020-12-31	$171,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,736
Total interest from all sources	2020-12-31	$305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$20,000
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
Administrative expenses (other) incurred	2020-12-31	$1,736
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	$-112,884
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$59,105
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$171,989
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	$59,093
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$131,783
Interest earned on other investments	2020-12-31	$305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$40,206
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,556
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$113,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	Disclaimer
Accountancy firm name	2020-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2020-12-31	113730017
2019 : HEART HOME HEALTH CARE 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$43,171
Total of all expenses incurred	2019-12-31	$30,747
Total of all expenses incurred	2019-12-31	$30,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,220
Value of total assets at end of year	2019-12-31	$171,989
Value of total assets at beginning of year	2019-12-31	$159,565
Value of total assets at beginning of year	2019-12-31	$159,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,677
Total interest from all sources	2019-12-31	$630
Total interest from all sources	2019-12-31	$630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000
Value of fidelity bond cover	2019-12-31	$20,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$12,220
Contributions received from participants	2019-12-31	$12,220
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$646
Participant contributions at beginning of year	2019-12-31	$646
Administrative expenses (other) incurred	2019-12-31	$3,677
Administrative expenses (other) incurred	2019-12-31	$3,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,424
Value of net income/loss	2019-12-31	$12,424
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$171,989
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$171,989
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$159,565
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$159,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$131,783
Value of interest in pooled separate accounts at end of year	2019-12-31	$131,783
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$120,513
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$120,513
Interest earned on other investments	2019-12-31	$630
Interest earned on other investments	2019-12-31	$630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$40,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$40,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$38,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$38,406
Net investment gain/loss from pooled separate accounts	2019-12-31	$30,321
Net investment gain/loss from pooled separate accounts	2019-12-31	$30,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2019-12-31	113730017
Accountancy firm EIN	2019-12-31	113730017
2018 : HEART HOME HEALTH CARE 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$11,831
Total of all expenses incurred	2018-12-31	$16,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$17,516
Value of total assets at end of year	2018-12-31	$159,565
Value of total assets at beginning of year	2018-12-31	$164,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,454
Total interest from all sources	2018-12-31	$486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$20,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$17,508
Participant contributions at end of year	2018-12-31	$646
Administrative expenses (other) incurred	2018-12-31	$3,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,161
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$159,565
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$164,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$120,513
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$130,088
Interest earned on other investments	2018-12-31	$486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$38,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$34,638
Net investment gain/loss from pooled separate accounts	2018-12-31	$-6,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2018-12-31	113730017
2017 : HEART HOME HEALTH CARE 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$46,529
Total of all expenses incurred	2017-12-31	$61,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$58,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$18,107
Value of total assets at end of year	2017-12-31	$164,726
Value of total assets at beginning of year	2017-12-31	$179,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,064
Total interest from all sources	2017-12-31	$375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$20,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$18,107
Administrative expenses (other) incurred	2017-12-31	$3,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-14,919
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$164,726
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$179,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$130,088
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$148,003
Interest earned on other investments	2017-12-31	$375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$34,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$31,642
Net investment gain/loss from pooled separate accounts	2017-12-31	$28,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$58,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2017-12-31	113730017
2016 : HEART HOME HEALTH CARE 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$18,329
Total of all expenses incurred	2016-12-31	$6,904
Value of total corrective distributions	2016-12-31	$4,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,893
Value of total assets at end of year	2016-12-31	$179,645
Value of total assets at beginning of year	2016-12-31	$168,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$20,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$9,893
Other income not declared elsewhere	2016-12-31	$422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,425
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$179,645
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$168,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$148,003
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$134,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$33,737
Net investment gain/loss from pooled separate accounts	2016-12-31	$8,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contract administrator fees	2016-12-31	$2,704
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2016-12-31	113730017

Form 5500 Responses for HEART HOME HEALTH CARE 401K PLAN

2020: HEART HOME HEALTH CARE 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEART HOME HEALTH CARE 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEART HOME HEALTH CARE 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEART HOME HEALTH CARE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEART HOME HEALTH CARE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985317

Policy instance

Insurance contract or identification number	985317
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $219
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 Broker	USD $219
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985317

Policy instance

Insurance contract or identification number	985317
Number of Individuals Covered	14
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $547
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 Broker	USD $547
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985317

Policy instance

Insurance contract or identification number	985317
Number of Individuals Covered	14
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $619
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 Broker	USD $619
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985317

Policy instance

Insurance contract or identification number	985317
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $648
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 Broker	USD $648
Insurance broker organization code?	3
Insurance broker name	ELVERT F. DELAROSA

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Company Name:	HEART HOME HEALTH CARE, INC.
Employer identification number (EIN):	760697751
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2007-09-27
Company Identification Number:	P07000107324
Legal Registered Office Address:	430 STREET, ROAD 436, SUITE 242 CASSELBERRY 32707