BERKS VISITING NURSE ASSOCIATION INC.
Plan context: Tax-Deferred Annuity Plan
EIN 23-1466250 • Wyomissing, PA • 36 filings • 9 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$372,447
2021 Contributions
$431,479
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 2 | $372,447 | $0 | - |
| Tax-Deferred Annuity Plan | - | 2 | $372,447 | - | - |
| 2020 | 2 | 2 | $367,531 | $0 | - |
| Tax-Deferred Annuity Plan | - | 2 | $367,531 | - | - |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2019 | 3 | 162 | $7,908,061 | $431,479 | $2,663iApproximate average salary by contribution assumption: employee only about $66,586 at 4% or $44,391 at 6%; with 50% employer match about $44,391 at 4% or $29,594 at 6%; with 100% employer match about $33,293 at 4% or $22,195 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 162 | $7,503,550 | $431,479 | $2,663iApproximate average salary by contribution assumption: employee only about $66,586 at 4% or $44,391 at 6%; with 50% employer match about $44,391 at 4% or $29,594 at 6%; with 100% employer match about $33,293 at 4% or $22,195 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $404,511 | - | - |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2018 | 2 | 145 | $7,221,524 | $262,482 | $1,810iApproximate average salary by contribution assumption: employee only about $45,256 at 4% or $30,170 at 6%; with 50% employer match about $30,170 at 4% or $20,114 at 6%; with 100% employer match about $22,628 at 4% or $15,085 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 145 | $6,833,342 | $262,482 | $1,810iApproximate average salary by contribution assumption: employee only about $45,256 at 4% or $30,170 at 6%; with 50% employer match about $30,170 at 4% or $20,114 at 6%; with 100% employer match about $22,628 at 4% or $15,085 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $388,182 | - | - |
| 2017 | 2 | 182 | $8,802,275 | $320,484 | $1,761iApproximate average salary by contribution assumption: employee only about $44,023 at 4% or $29,348 at 6%; with 50% employer match about $29,348 at 4% or $19,566 at 6%; with 100% employer match about $22,011 at 4% or $14,674 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 182 | $8,416,839 | $320,484 | $1,761iApproximate average salary by contribution assumption: employee only about $44,023 at 4% or $29,348 at 6%; with 50% employer match about $29,348 at 4% or $19,566 at 6%; with 100% employer match about $22,011 at 4% or $14,674 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $385,436 | - | - |
| 2016 | 2 | 247 | $8,406,576 | $447,918 | $1,813iApproximate average salary by contribution assumption: employee only about $45,336 at 4% or $30,224 at 6%; with 50% employer match about $30,224 at 4% or $20,149 at 6%; with 100% employer match about $22,668 at 4% or $15,112 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 247 | $8,033,326 | $447,918 | $1,813iApproximate average salary by contribution assumption: employee only about $45,336 at 4% or $30,224 at 6%; with 50% employer match about $30,224 at 4% or $20,149 at 6%; with 100% employer match about $22,668 at 4% or $15,112 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $373,250 | - | - |
| 2015 | 2 | 345 | $8,706,198 | $508,058 | $1,473iApproximate average salary by contribution assumption: employee only about $36,816 at 4% or $24,544 at 6%; with 50% employer match about $24,544 at 4% or $16,363 at 6%; with 100% employer match about $18,408 at 4% or $12,272 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 345 | $8,336,143 | $508,058 | $1,473iApproximate average salary by contribution assumption: employee only about $36,816 at 4% or $24,544 at 6%; with 50% employer match about $24,544 at 4% or $16,363 at 6%; with 100% employer match about $18,408 at 4% or $12,272 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $370,055 | - | - |
| 2014 | 2 | 369 | $9,134,760 | $478,568 | $1,297iApproximate average salary by contribution assumption: employee only about $32,423 at 4% or $21,616 at 6%; with 50% employer match about $21,616 at 4% or $14,410 at 6%; with 100% employer match about $16,212 at 4% or $10,808 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 369 | $8,770,538 | $478,568 | $1,297iApproximate average salary by contribution assumption: employee only about $32,423 at 4% or $21,616 at 6%; with 50% employer match about $21,616 at 4% or $14,410 at 6%; with 100% employer match about $16,212 at 4% or $10,808 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $364,222 | - | - |
| 2013 | 2 | 285 | $8,437,039 | $437,665 | $1,536iApproximate average salary by contribution assumption: employee only about $38,392 at 4% or $25,594 at 6%; with 50% employer match about $25,594 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,797 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 285 | $8,080,853 | $437,665 | $1,536iApproximate average salary by contribution assumption: employee only about $38,392 at 4% or $25,594 at 6%; with 50% employer match about $25,594 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,797 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $356,186 | - | - |
| 2012 | 2 | 285 | $8,157,376 | $337,757 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 285 | $7,765,914 | $337,757 | $1,185iApproximate average salary by contribution assumption: employee only about $29,628 at 4% or $19,752 at 6%; with 50% employer match about $19,752 at 4% or $13,168 at 6%; with 100% employer match about $14,814 at 4% or $9,876 at 6%. |
| Tax-Deferred Annuity Plan | - | 2 | $391,462 | - | - |
| 2011 | 2 | 311 | $7,666,186 | $477,795 | $1,536iApproximate average salary by contribution assumption: employee only about $38,408 at 4% or $25,605 at 6%; with 50% employer match about $25,605 at 4% or $17,070 at 6%; with 100% employer match about $19,204 at 4% or $12,803 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 311 | $7,287,318 | $477,795 | $1,536iApproximate average salary by contribution assumption: employee only about $38,408 at 4% or $25,605 at 6%; with 50% employer match about $25,605 at 4% or $17,070 at 6%; with 100% employer match about $19,204 at 4% or $12,803 at 6%. |
| Tax-Deferred Annuity Plan | - | 5 | $378,868 | - | - |
| 2010 | 2 | 347 | $8,302,611 | $593,957 | $1,712iApproximate average salary by contribution assumption: employee only about $42,792 at 4% or $28,528 at 6%; with 50% employer match about $28,528 at 4% or $19,019 at 6%; with 100% employer match about $21,396 at 4% or $14,264 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 347 | $7,909,247 | $593,957 | $1,712iApproximate average salary by contribution assumption: employee only about $42,792 at 4% or $28,528 at 6%; with 50% employer match about $28,528 at 4% or $19,019 at 6%; with 100% employer match about $21,396 at 4% or $14,264 at 6%. |
| Tax-Deferred Annuity Plan | - | 11 | $393,364 | - | - |
| 2009 | 2 | 358 | $7,587,680 | $607,715 | $1,698iApproximate average salary by contribution assumption: employee only about $42,438 at 4% or $28,292 at 6%; with 50% employer match about $28,292 at 4% or $18,861 at 6%; with 100% employer match about $21,219 at 4% or $14,146 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 358 | $7,210,184 | $607,715 | $1,698iApproximate average salary by contribution assumption: employee only about $42,438 at 4% or $28,292 at 6%; with 50% employer match about $28,292 at 4% or $18,861 at 6%; with 100% employer match about $21,219 at 4% or $14,146 at 6%. |
| Tax-Deferred Annuity Plan | - | 11 | $377,496 | - | - |
| 2008 | 1 | 356 | $6,103,095 | $955,949 | $2,685iApproximate average salary by contribution assumption: employee only about $67,131 at 4% or $44,754 at 6%; with 50% employer match about $44,754 at 4% or $29,836 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 356 | $6,103,095 | $955,949 | $2,685iApproximate average salary by contribution assumption: employee only about $67,131 at 4% or $44,754 at 6%; with 50% employer match about $44,754 at 4% or $29,836 at 6%; with 100% employer match about $33,566 at 4% or $22,377 at 6%. |
| 2007 | 1 | 353 | $8,176,824 | $811,704 | $2,299iApproximate average salary by contribution assumption: employee only about $57,486 at 4% or $38,324 at 6%; with 50% employer match about $38,324 at 4% or $25,549 at 6%; with 100% employer match about $28,743 at 4% or $19,162 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 353 | $8,176,824 | $811,704 | $2,299iApproximate average salary by contribution assumption: employee only about $57,486 at 4% or $38,324 at 6%; with 50% employer match about $38,324 at 4% or $25,549 at 6%; with 100% employer match about $28,743 at 4% or $19,162 at 6%. |
| 2006 | 1 | 353 | $7,763,957 | $742,789 | $2,104iApproximate average salary by contribution assumption: employee only about $52,605 at 4% or $35,070 at 6%; with 50% employer match about $35,070 at 4% or $23,380 at 6%; with 100% employer match about $26,303 at 4% or $17,535 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 353 | $7,763,957 | $742,789 | $2,104iApproximate average salary by contribution assumption: employee only about $52,605 at 4% or $35,070 at 6%; with 50% employer match about $35,070 at 4% or $23,380 at 6%; with 100% employer match about $26,303 at 4% or $17,535 at 6%. |
| 2005 | 1 | 367 | $6,840,966 | $791,032 | $2,155iApproximate average salary by contribution assumption: employee only about $53,885 at 4% or $35,923 at 6%; with 50% employer match about $35,923 at 4% or $23,949 at 6%; with 100% employer match about $26,943 at 4% or $17,962 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 367 | $6,840,966 | $791,032 | $2,155iApproximate average salary by contribution assumption: employee only about $53,885 at 4% or $35,923 at 6%; with 50% employer match about $35,923 at 4% or $23,949 at 6%; with 100% employer match about $26,943 at 4% or $17,962 at 6%. |
| 2004 | 1 | 363 | $6,557,997 | $917,754 | $2,528iApproximate average salary by contribution assumption: employee only about $63,206 at 4% or $42,137 at 6%; with 50% employer match about $42,137 at 4% or $28,092 at 6%; with 100% employer match about $31,603 at 4% or $21,069 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 363 | $6,557,997 | $917,754 | $2,528iApproximate average salary by contribution assumption: employee only about $63,206 at 4% or $42,137 at 6%; with 50% employer match about $42,137 at 4% or $28,092 at 6%; with 100% employer match about $31,603 at 4% or $21,069 at 6%. |
| 2003 | 1 | 396 | $5,458,484 | $694,521 | $1,754iApproximate average salary by contribution assumption: employee only about $43,846 at 4% or $29,231 at 6%; with 50% employer match about $29,231 at 4% or $19,487 at 6%; with 100% employer match about $21,923 at 4% or $14,615 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 396 | $5,458,484 | $694,521 | $1,754iApproximate average salary by contribution assumption: employee only about $43,846 at 4% or $29,231 at 6%; with 50% employer match about $29,231 at 4% or $19,487 at 6%; with 100% employer match about $21,923 at 4% or $14,615 at 6%. |
| 2002 | 1 | 422 | $4,039,628 | $559,550 | $1,326iApproximate average salary by contribution assumption: employee only about $33,149 at 4% or $22,099 at 6%; with 50% employer match about $22,099 at 4% or $14,733 at 6%; with 100% employer match about $16,574 at 4% or $11,050 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 422 | $4,039,628 | $559,550 | $1,326iApproximate average salary by contribution assumption: employee only about $33,149 at 4% or $22,099 at 6%; with 50% employer match about $22,099 at 4% or $14,733 at 6%; with 100% employer match about $16,574 at 4% or $11,050 at 6%. |
| 2001 | 1 | 412 | $4,221,164 | $581,067 | $1,410iApproximate average salary by contribution assumption: employee only about $35,259 at 4% or $23,506 at 6%; with 50% employer match about $23,506 at 4% or $15,671 at 6%; with 100% employer match about $17,629 at 4% or $11,753 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 412 | $4,221,164 | $581,067 | $1,410iApproximate average salary by contribution assumption: employee only about $35,259 at 4% or $23,506 at 6%; with 50% employer match about $23,506 at 4% or $15,671 at 6%; with 100% employer match about $17,629 at 4% or $11,753 at 6%. |
| 2000 | 1 | 389 | $4,287,848 | $371,223 | $954iApproximate average salary by contribution assumption: employee only about $23,858 at 4% or $15,905 at 6%; with 50% employer match about $15,905 at 4% or $10,603 at 6%; with 100% employer match about $11,929 at 4% or $7,953 at 6%. |
| Home Health Care Management Inc. 401(K) Profit Sharing Plan | - | 389 | $4,287,848 | $371,223 | $954iApproximate average salary by contribution assumption: employee only about $23,858 at 4% or $15,905 at 6%; with 50% employer match about $15,905 at 4% or $10,603 at 6%; with 100% employer match about $11,929 at 4% or $7,953 at 6%. |
| 1999 | 1 | 173 | $4,470,443 | $172,955 | $1,000iApproximate average salary by contribution assumption: employee only about $24,993 at 4% or $16,662 at 6%; with 50% employer match about $16,662 at 4% or $11,108 at 6%; with 100% employer match about $12,497 at 4% or $8,331 at 6%. |
| Berks Visiting Nurse Association Pension Plan | - | 173 | $4,470,443 | $172,955 | $1,000iApproximate average salary by contribution assumption: employee only about $24,993 at 4% or $16,662 at 6%; with 50% employer match about $16,662 at 4% or $11,108 at 6%; with 100% employer match about $12,497 at 4% or $8,331 at 6%. |