Original filing (PDF)20250821093153NAL0004023729001

VISITING NURSES OF THE LOWER VALLEY, INC.

Name: VISITING NURSES OF THE LOWER VALLEY, INC. — VISITING NURSES OF THE LOWER VALLEY, INC. 403(B) PLAN, Form 5500 (2024)
Creator: VISITING NURSES OF THE LOWER VALLEY, INC.

Form 5500-SF

FILING_RECEIVED

VISITING NURSES OF THE LOWER VALLEY, INC. 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISITING NURSES OF THE LOWER VALLEY, INC..

Plan sponsor

Name

VISITING NURSES OF THE LOWER VALLEY, INC.

EIN

06-0719480

Address

61 MAIN STREET, SUITE 5 · CENTERBROOK, CT · 06409

Phone

(860) 767-0186

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CARING PROFESSIONAL SERVICES I

CARING PROFESSIONAL SERVICES I 401(K) PROFIT SHARING PLAN & TRUST

$580K · 75 participants

CUNNINGHAM CARING & ASSOC., INC.

VISION FORWARD 401(K)

$581K · 62 participants

COMPASSION HOSPICE, INC. DBA COMPASSION HOSPICE

COMPASSION HOSPICE 401(K) PLAN

$581K · 16 participants

ASSURED HOME HEALTHCARE INC

ASSURED HOME HEALTHCARE INC 401(K) PROFIT SHARING PLAN & TRUST

$581K · 44 participants

ELECTRONIC CAREGIVER, INC.