BENEFICIAL IN-HOME CARE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN
401k plan membership statisitcs for BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN
Measure | Date | Value |
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2023 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $497,465 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $186,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $184,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $255,963 |
Value of total assets at end of year | 2023-12-31 | $1,671,264 |
Value of total assets at beginning of year | 2023-12-31 | $1,360,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,853 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $69,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $69,362 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $137,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $152,438 |
Other income not declared elsewhere | 2023-12-31 | $160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $310,630 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,671,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,360,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,580,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,297,899 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $91,102 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $62,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $159,880 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $12,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $103,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $184,982 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | HMA CPA PS |
Accountancy firm EIN | 2023-12-31 | 470888689 |
2022 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-12,581 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $159,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $157,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $269,373 |
Value of total assets at end of year | 2022-12-31 | $1,360,634 |
Value of total assets at beginning of year | 2022-12-31 | $1,532,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,729 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $105,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $105,566 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $154,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $161,411 |
Administrative expenses (other) incurred | 2022-12-31 | $1,729 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-172,112 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,360,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,532,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,297,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,496,191 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $62,735 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $36,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-382,641 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $107,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $157,802 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HMA CPA PS |
Accountancy firm EIN | 2022-12-31 | 470888689 |
2021 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $475,880 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $125,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $123,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $295,214 |
Value of total assets at end of year | 2021-12-31 | $1,532,746 |
Value of total assets at beginning of year | 2021-12-31 | $1,181,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,117 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $111,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $111,015 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $119,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $174,678 |
Administrative expenses (other) incurred | 2021-12-31 | $1,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $350,798 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,532,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,181,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,496,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,166,252 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $36,555 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $15,696 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $66,805 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $120,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $123,965 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HMA CPA PS |
Accountancy firm EIN | 2021-12-31 | 470888689 |
2020 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $444,492 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $127,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $126,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $274,619 |
Value of total assets at end of year | 2020-12-31 | $1,181,948 |
Value of total assets at beginning of year | 2020-12-31 | $865,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,059 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $53,982 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $53,982 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $87,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $161,247 |
Administrative expenses (other) incurred | 2020-12-31 | $1,059 |
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 | $316,824 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,181,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $865,124 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,166,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $861,216 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $15,696 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,908 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $114,811 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $113,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $126,609 |
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 | HMA CPA, PS |
Accountancy firm EIN | 2020-12-31 | 470888689 |
2019 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $376,313 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $38,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $37,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $242,331 |
Value of total assets at end of year | 2019-12-31 | $865,124 |
Value of total assets at beginning of year | 2019-12-31 | $527,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $715 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $41,731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $41,731 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $53,000 |
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 |
Contributions received from participants | 2019-12-31 | $137,751 |
Administrative expenses (other) incurred | 2019-12-31 | $715 |
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 | $337,990 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $865,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $527,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $861,216 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $525,015 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,908 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $91,856 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $104,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $37,608 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
Accountancy firm name | 2019-12-31 | HMA CPA, PS |
Accountancy firm EIN | 2019-12-31 | 470888689 |
2018 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $173,544 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $98,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $97,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $212,979 |
Value of total assets at end of year | 2018-12-31 | $527,134 |
Value of total assets at beginning of year | 2018-12-31 | $452,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,100 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $38,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $38,306 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $46,000 |
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 | $111,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13,335 |
Administrative expenses (other) incurred | 2018-12-31 | $1,100 |
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 | $74,802 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $527,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $452,332 |
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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $525,015 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $451,341 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,119 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $991 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-77,586 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-155 |
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 | $88,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $97,642 |
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 | HMA CPA, PS |
Accountancy firm EIN | 2018-12-31 | 470888689 |
2017 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $254,032 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $19,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $18,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $202,049 |
Value of total assets at end of year | 2017-12-31 | $452,332 |
Value of total assets at beginning of year | 2017-12-31 | $217,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $720 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $15,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $15,646 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $22,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $112,560 |
Administrative expenses (other) incurred | 2017-12-31 | $720 |
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 | $234,605 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $452,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $217,727 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $451,341 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $203,118 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $991 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $14,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $36,308 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $29 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $89,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $18,707 |
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 | Yes |
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 | HMA CPA, PS |
Accountancy firm EIN | 2017-12-31 | 470888689 |
2016 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $148,093 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $139,902 |
Value of total assets at end of year | 2016-12-31 | $217,727 |
Value of total assets at beginning of year | 2016-12-31 | $77,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $81 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
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 | $10,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $77,910 |
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 | $139,842 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $217,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $77,885 |
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 | $203,118 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $70,371 |
Interest earned on other investments | 2016-12-31 | $81 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $14,609 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $7,514 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $8,110 |
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 |
Contributions received in cash from employer | 2016-12-31 | $61,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,251 |
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 | SCHOEDEL & SCHOEDEL CPA'S, PLLC |
Accountancy firm EIN | 2016-12-31 | 910614823 |
2015 : BENEFICIAL IN-HOME CARE, INC. 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $81,186 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $84,028 |
Value of total assets at end of year | 2015-12-31 | $77,885 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $15 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $45,657 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $77,885 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $77,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $70,371 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $15 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $7,514 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-2,857 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $38,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,301 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SHOEDEL & SHOEDEL CPA'S, PLLC |
Accountancy firm EIN | 2015-12-31 | 910614823 |