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LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameLEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEGACY HEALTH CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEGACY HEALTH CARE, LLC
Employer identification number (EIN):202031238
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about LEGACY HEALTH CARE, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2004-03-17
Company Identification Number: 3027684
Legal Registered Office Address: 193 SOUTH UNION ROAD
Erie
WILLIAMSVILLE
United States of America (USA)
14221

More information about LEGACY HEALTH CARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID G. ROSNER
0012016-01-01DAVID ROSNER DAVID ROSNER2017-10-18
0012016-01-01 DAVID ROSNER2017-10-13
0012015-01-01DAVID ROSNER
0012014-01-01DAVID ROSNER
0012013-01-01DAVID ROSNER
0012012-01-01DAVID G ROSNER
0012011-01-01DAVID G. ROSNER DAVID G. ROSNER2012-10-10
0012009-01-01DAVID ROSNER
0012009-01-01DAN DONALDSON
0012009-01-01DANIEL R DONALDSON

Plan Statistics for LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01325
Total number of active participants reported on line 7a of the Form 55002020-01-01251
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01322
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01289
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01234
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01301
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01256
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01483
Total number of active participants reported on line 7a of the Form 55002015-01-01199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01527
Total number of active participants reported on line 7a of the Form 55002014-01-01394
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01473
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,228
Total number of active participants reported on line 7a of the Form 55002013-01-01429
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01509
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01920
Total number of active participants reported on line 7a of the Form 55002012-01-011,149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,217
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01613
Total number of active participants reported on line 7a of the Form 55002011-01-01797
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01866
Number of participants with account balances2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01612
Total number of active participants reported on line 7a of the Form 55002009-01-01654
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01721
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$66,413
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$114,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$109,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,379
Value of total assets at end of year2020-12-31$593,397
Value of total assets at beginning of year2020-12-31$641,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,750
Total interest from all sources2020-12-31$1,512
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,379
Participant contributions at end of year2020-12-31$6,149
Participant contributions at beginning of year2020-12-31$6,343
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-48,374
Value of net assets at end of year (total assets less liabilities)2020-12-31$593,397
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$641,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,353
Value of interest in pooled separate accounts at end of year2020-12-31$515,496
Value of interest in pooled separate accounts at beginning of year2020-12-31$493,213
Interest on participant loans2020-12-31$339
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$1,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$71,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$140,786
Net investment gain/loss from pooled separate accounts2020-12-31$56,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$109,037
Contract administrator fees2020-12-31$3,397
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EFP ROTENBERG COMPANY
Accountancy firm EIN2020-12-31474526160
2019 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$156,268
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$512,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$499,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,237
Value of total assets at end of year2019-12-31$641,771
Value of total assets at beginning of year2019-12-31$998,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,213
Total interest from all sources2019-12-31$1,888
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$24,237
Participant contributions at end of year2019-12-31$6,343
Participant contributions at beginning of year2019-12-31$6,468
Participant contributions at end of year2019-12-31$1,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-356,407
Value of net assets at end of year (total assets less liabilities)2019-12-31$641,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$998,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,007
Value of interest in pooled separate accounts at end of year2019-12-31$493,213
Value of interest in pooled separate accounts at beginning of year2019-12-31$797,660
Interest on participant loans2019-12-31$341
Interest earned on other investments2019-12-31$1,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$140,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$194,050
Net investment gain/loss from pooled separate accounts2019-12-31$130,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$499,462
Contract administrator fees2019-12-31$3,406
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EFP ROTENBERG COMPANY
Accountancy firm EIN2019-12-31474526160
2018 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-28,364
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$135,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$126,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,245
Value of total assets at end of year2018-12-31$998,178
Value of total assets at beginning of year2018-12-31$1,161,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,198
Total interest from all sources2018-12-31$1,319
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,245
Participant contributions at end of year2018-12-31$6,468
Participant contributions at beginning of year2018-12-31$1,661
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$998,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,161,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,050
Value of interest in pooled separate accounts at end of year2018-12-31$797,660
Value of interest in pooled separate accounts at beginning of year2018-12-31$978,735
Interest on participant loans2018-12-31$327
Interest earned on other investments2018-12-31$992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$194,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$180,235
Net investment gain/loss from pooled separate accounts2018-12-31$-55,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$126,235
Contract administrator fees2018-12-31$4,148
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EFP ROTENBERG COMPANY
Accountancy firm EIN2018-12-31474526160
2017 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$197,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$112,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$102,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$38,072
Value of total assets at end of year2017-12-31$1,161,975
Value of total assets at beginning of year2017-12-31$1,076,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,896
Total interest from all sources2017-12-31$1,096
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$38,072
Participant contributions at end of year2017-12-31$1,661
Participant contributions at beginning of year2017-12-31$14,002
Participant contributions at end of year2017-12-31$1,344
Total non interest bearing cash at beginning of year2017-12-31$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$85,527
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,161,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,076,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,900
Value of interest in pooled separate accounts at end of year2017-12-31$978,735
Value of interest in pooled separate accounts at beginning of year2017-12-31$862,680
Interest on participant loans2017-12-31$358
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$180,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$198,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$158,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$102,143
Contract administrator fees2017-12-31$3,996
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EFP ROTENBERG COMPANY
Accountancy firm EIN2017-12-31474526160
2016 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$139,539
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$191,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$180,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$61,912
Value of total assets at end of year2016-12-31$1,076,448
Value of total assets at beginning of year2016-12-31$1,128,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,030
Total interest from all sources2016-12-31$1,389
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$42,876
Participant contributions at end of year2016-12-31$14,002
Participant contributions at beginning of year2016-12-31$13,541
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,036
Total non interest bearing cash at end of year2016-12-31$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-51,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,076,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,128,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,778
Value of interest in pooled separate accounts at end of year2016-12-31$862,680
Value of interest in pooled separate accounts at beginning of year2016-12-31$899,345
Interest on participant loans2016-12-31$593
Interest earned on other investments2016-12-31$796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$198,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$215,243
Net investment gain/loss from pooled separate accounts2016-12-31$76,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$180,190
Contract administrator fees2016-12-31$4,252
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EFP ROTENBERG COMPANY
Accountancy firm EIN2016-12-31474526160
2015 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$20,176
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$141,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$129,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$67,572
Value of total assets at end of year2015-12-31$1,128,129
Value of total assets at beginning of year2015-12-31$1,249,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,110
Total interest from all sources2015-12-31$1,589
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$67,572
Participant contributions at end of year2015-12-31$13,541
Participant contributions at beginning of year2015-12-31$22,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-121,079
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,128,129
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,249,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,386
Value of interest in pooled separate accounts at end of year2015-12-31$899,345
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,004,076
Interest on participant loans2015-12-31$704
Interest earned on other investments2015-12-31$885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$215,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$222,619
Net investment gain/loss from pooled separate accounts2015-12-31$-48,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,145
Contract administrator fees2015-12-31$4,724
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TOSKI & CO., CPA'S P.C.
Accountancy firm EIN2015-12-31161170608
2014 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$67,840
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$154,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$140,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$62,698
Value of total assets at end of year2014-12-31$1,249,208
Value of total assets at beginning of year2014-12-31$1,335,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,129
Total interest from all sources2014-12-31$2,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$62,698
Participant contributions at end of year2014-12-31$22,513
Participant contributions at beginning of year2014-12-31$19,176
Participant contributions at beginning of year2014-12-31$3,006
Total non interest bearing cash at beginning of year2014-12-31$1,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-86,275
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,249,208
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,335,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,075
Value of interest in pooled separate accounts at end of year2014-12-31$1,004,076
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,049,140
Interest on participant loans2014-12-31$904
Interest earned on other investments2014-12-31$1,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$222,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$262,429
Net investment gain/loss from pooled separate accounts2014-12-31$2,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$140,986
Contract administrator fees2014-12-31$5,054
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TOSKI & CO., CPA'S P.C.
Accountancy firm EIN2014-12-31161170608
2013 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$238,313
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$359,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$346,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$73,940
Value of total assets at end of year2013-12-31$1,335,483
Value of total assets at beginning of year2013-12-31$1,456,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,299
Total interest from all sources2013-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$73,940
Participant contributions at end of year2013-12-31$19,176
Participant contributions at beginning of year2013-12-31$14,211
Participant contributions at end of year2013-12-31$3,006
Participant contributions at beginning of year2013-12-31$1,597
Other income not declared elsewhere2013-12-31$4,754
Total non interest bearing cash at end of year2013-12-31$1,732
Total non interest bearing cash at beginning of year2013-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-121,069
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,335,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,456,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,767
Value of interest in pooled separate accounts at end of year2013-12-31$1,049,140
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,024,336
Interest on participant loans2013-12-31$703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$262,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$416,315
Net investment gain/loss from pooled separate accounts2013-12-31$158,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$346,083
Contract administrator fees2013-12-31$5,532
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TOSKI, SCHAEFER & COMPANY, P.C.
Accountancy firm EIN2013-12-31161170608
2012 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$218,071
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$120,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$91,125
Value of total assets at end of year2012-12-31$1,456,552
Value of total assets at beginning of year2012-12-31$1,358,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,769
Total interest from all sources2012-12-31$797
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,181
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$91,125
Participant contributions at end of year2012-12-31$14,211
Participant contributions at beginning of year2012-12-31$23,669
Participant contributions at end of year2012-12-31$1,597
Participant contributions at beginning of year2012-12-31$3,460
Other income not declared elsewhere2012-12-31$7,273
Total non interest bearing cash at end of year2012-12-31$93
Total non interest bearing cash at beginning of year2012-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$98,005
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,456,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,358,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,596
Value of interest in pooled separate accounts at end of year2012-12-31$1,024,336
Value of interest in pooled separate accounts at beginning of year2012-12-31$924,702
Interest on participant loans2012-12-31$797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$416,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$406,611
Net investment gain/loss from pooled separate accounts2012-12-31$118,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,297
Contract administrator fees2012-12-31$5,992
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TOSKI, SCHAEFER AND COMPANY, P.C.
Accountancy firm EIN2012-12-31161170608
2011 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$44,936
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$273,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$244,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$112,994
Value of total assets at end of year2011-12-31$1,358,547
Value of total assets at beginning of year2011-12-31$1,587,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,066
Total interest from all sources2011-12-31$873
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,450
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$112,994
Participant contributions at end of year2011-12-31$23,669
Participant contributions at beginning of year2011-12-31$19,705
Participant contributions at end of year2011-12-31$3,460
Participant contributions at beginning of year2011-12-31$2,919
Other income not declared elsewhere2011-12-31$7,830
Total non interest bearing cash at end of year2011-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-228,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,358,547
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,587,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,154
Value of interest in pooled separate accounts at end of year2011-12-31$924,702
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,194,591
Interest on participant loans2011-12-31$873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$406,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$370,324
Net investment gain/loss from pooled separate accounts2011-12-31$-76,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$244,862
Contract administrator fees2011-12-31$7,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TOSKI, SCHAEFER & COMPANY, P.C.
Accountancy firm EIN2011-12-31161170608
2010 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$255,304
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$167,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$138,452
Value of total assets at end of year2010-12-31$1,587,539
Value of total assets at beginning of year2010-12-31$1,500,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,110
Total interest from all sources2010-12-31$1,154
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$138,452
Participant contributions at end of year2010-12-31$19,705
Participant contributions at beginning of year2010-12-31$21,894
Participant contributions at end of year2010-12-31$2,919
Other income not declared elsewhere2010-12-31$7,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$87,486
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,587,539
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,500,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,861
Value of interest in pooled separate accounts at end of year2010-12-31$1,194,591
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,150,754
Interest on participant loans2010-12-31$1,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$370,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$327,405
Net investment gain/loss from pooled separate accounts2010-12-31$107,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,708
Contract administrator fees2010-12-31$6,249
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TOSKI, SCHAEFER AND COMPANY, P.C.
Accountancy firm EIN2010-12-31161170608
2009 : LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST

2020: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEGACY HEALTH CARE, LLC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract number14040
Policy instance 1
Insurance contract or identification number14040
Number of Individuals Covered77
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,473
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $501
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract number14040
Policy instance 1
Insurance contract or identification number14040
Number of Individuals Covered81
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,230
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $758
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract number14040
Policy instance 1
Insurance contract or identification number14040
Number of Individuals Covered97
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,828
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,060
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract number14040
Policy instance 1
Insurance contract or identification number14040
Number of Individuals Covered103
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,794
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $950
Insurance broker organization code?3
Insurance broker nameJAMES BANIGAN

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