?>
Logo

AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN
Plan identification number 001

AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN HEALTHCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN HEALTHCARE, LLC
Employer identification number (EIN):241904577
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about AMERICAN HEALTHCARE, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1998-07-07
Company Identification Number: S029663
Legal Registered Office Address: 2965 COLONNADE DR STE 200

ROANOKE
United States of America (USA)
24018

More information about AMERICAN HEALTHCARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT DALTON
0012016-01-01ROBERT DALTON
0012015-01-01ROBERT DALTON

Plan Statistics for AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,280
Total number of active participants reported on line 7a of the Form 55002022-01-011,454
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,646
Number of participants with account balances2022-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,664
Total number of active participants reported on line 7a of the Form 55002021-01-011,212
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,280
Number of participants with account balances2021-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,822
Total number of active participants reported on line 7a of the Form 55002020-01-011,431
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01226
Total of all active and inactive participants2020-01-011,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,664
Number of participants with account balances2020-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,375
Total number of active participants reported on line 7a of the Form 55002019-01-011,661
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01153
Total of all active and inactive participants2019-01-011,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,822
Number of participants with account balances2019-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,254
Total number of active participants reported on line 7a of the Form 55002018-01-011,226
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,375
Number of participants with account balances2018-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,761
Total number of active participants reported on line 7a of the Form 55002017-01-011,197
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-011,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,254
Number of participants with account balances2017-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,587
Total number of active participants reported on line 7a of the Form 55002016-01-011,537
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01212
Total of all active and inactive participants2016-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,761
Number of participants with account balances2016-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,823
Total number of active participants reported on line 7a of the Form 55002015-01-011,573
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-011,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,587
Number of participants with account balances2015-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$90,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$73,368
Total income from all sources (including contributions)2022-12-31$-984,786
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,445,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,224,012
Value of total corrective distributions2022-12-31$89,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,553,560
Value of total assets at end of year2022-12-31$14,368,517
Value of total assets at beginning of year2022-12-31$16,782,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,515
Total interest from all sources2022-12-31$24,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,281,900
Participant contributions at end of year2022-12-31$507,440
Participant contributions at beginning of year2022-12-31$580,586
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$90,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$73,368
Total non interest bearing cash at end of year2022-12-31$6,792
Total non interest bearing cash at beginning of year2022-12-31$6,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,430,750
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,278,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,708,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,698,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,048,491
Interest on participant loans2022-12-31$24,559
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,562,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$255,705
Employer contributions (assets) at end of year2022-12-31$155,937
Employer contributions (assets) at beginning of year2022-12-31$146,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,224,012
Contract administrator fees2022-12-31$132,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2022-12-31541643141
2021 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$87,358
Total income from all sources (including contributions)2021-12-31$3,140,324
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,156,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$997,617
Value of total corrective distributions2021-12-31$85,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,488,662
Value of total assets at end of year2021-12-31$16,782,199
Value of total assets at beginning of year2021-12-31$14,812,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,411
Total interest from all sources2021-12-31$28,585
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,201,364
Participant contributions at end of year2021-12-31$580,586
Participant contributions at beginning of year2021-12-31$641,658
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$73,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$87,358
Total non interest bearing cash at end of year2021-12-31$6,792
Total non interest bearing cash at beginning of year2021-12-31$6,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,983,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,708,831
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,725,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,048,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,000,057
Interest on participant loans2021-12-31$28,585
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,623,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$241,657
Employer contributions (assets) at end of year2021-12-31$146,330
Employer contributions (assets) at beginning of year2021-12-31$163,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$997,617
Contract administrator fees2021-12-31$11,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2021-12-31541643141
2020 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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$87,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$110,457
Total income from all sources (including contributions)2020-12-31$3,446,159
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,881,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,725,218
Value of total corrective distributions2020-12-31$109,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,624,289
Value of total assets at end of year2020-12-31$14,812,410
Value of total assets at beginning of year2020-12-31$13,270,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,545
Total interest from all sources2020-12-31$31,538
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$1,335,753
Participant contributions at end of year2020-12-31$641,658
Participant contributions at beginning of year2020-12-31$536,118
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$87,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$110,457
Total non interest bearing cash at end of year2020-12-31$6,792
Total non interest bearing cash at beginning of year2020-12-31$6,792
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$1,564,991
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,725,052
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,160,061
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,000,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,568,958
Interest on participant loans2020-12-31$31,538
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,790,332
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
Contributions received in cash from employer2020-12-31$270,111
Employer contributions (assets) at end of year2020-12-31$163,903
Employer contributions (assets) at beginning of year2020-12-31$158,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,725,218
Contract administrator fees2020-12-31$46,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2020-12-31541643141
2019 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$110,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$110,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,436
Total income from all sources (including contributions)2019-12-31$3,721,763
Total income from all sources (including contributions)2019-12-31$3,721,763
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,500,457
Total of all expenses incurred2019-12-31$1,500,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,381,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,381,213
Expenses. Certain deemed distributions of participant loans2019-12-31$5,434
Expenses. Certain deemed distributions of participant loans2019-12-31$5,434
Value of total corrective distributions2019-12-31$71,690
Value of total corrective distributions2019-12-31$71,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,693,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,693,036
Value of total assets at end of year2019-12-31$13,270,518
Value of total assets at end of year2019-12-31$13,270,518
Value of total assets at beginning of year2019-12-31$11,015,191
Value of total assets at beginning of year2019-12-31$11,015,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,120
Total interest from all sources2019-12-31$29,093
Total interest from all sources2019-12-31$29,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,280,079
Contributions received from participants2019-12-31$1,280,079
Participant contributions at end of year2019-12-31$536,118
Participant contributions at end of year2019-12-31$536,118
Participant contributions at beginning of year2019-12-31$418,944
Participant contributions at beginning of year2019-12-31$418,944
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,229
Participant contributions at beginning of year2019-12-31$6,229
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,065
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$110,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$110,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$76,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$76,436
Total non interest bearing cash at end of year2019-12-31$6,792
Total non interest bearing cash at end of year2019-12-31$6,792
Total non interest bearing cash at beginning of year2019-12-31$6,634
Total non interest bearing cash at beginning of year2019-12-31$6,634
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
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$2,221,306
Value of net income/loss2019-12-31$2,221,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,160,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,160,061
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,938,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,938,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,568,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,568,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,440,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,440,812
Interest on participant loans2019-12-31$29,093
Interest on participant loans2019-12-31$29,093
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,999,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,999,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$268,892
Contributions received in cash from employer2019-12-31$268,892
Employer contributions (assets) at end of year2019-12-31$158,650
Employer contributions (assets) at end of year2019-12-31$158,650
Employer contributions (assets) at beginning of year2019-12-31$142,572
Employer contributions (assets) at beginning of year2019-12-31$142,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,381,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,381,213
Contract administrator fees2019-12-31$42,120
Contract administrator fees2019-12-31$42,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm name2019-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2019-12-31541643141
Accountancy firm EIN2019-12-31541643141
2018 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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$76,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,438
Total income from all sources (including contributions)2018-12-31$881,399
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$868,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$771,412
Expenses. Certain deemed distributions of participant loans2018-12-31$979
Value of total corrective distributions2018-12-31$61,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,507,895
Value of total assets at end of year2018-12-31$11,015,191
Value of total assets at beginning of year2018-12-31$10,987,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,096
Total interest from all sources2018-12-31$18,047
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,190,372
Participant contributions at end of year2018-12-31$418,944
Participant contributions at beginning of year2018-12-31$302,609
Participant contributions at end of year2018-12-31$6,229
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$76,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$61,438
Other income not declared elsewhere2018-12-31$5,455
Total non interest bearing cash at end of year2018-12-31$6,634
Total non interest bearing cash at beginning of year2018-12-31$6,617
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$13,036
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,938,755
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,925,719
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,440,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,542,967
Interest on participant loans2018-12-31$18,047
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-649,998
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
Contributions received in cash from employer2018-12-31$246,458
Employer contributions (assets) at end of year2018-12-31$142,572
Employer contributions (assets) at beginning of year2018-12-31$134,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$771,412
Contract administrator fees2018-12-31$34,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2018-12-31541643141
2017 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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$61,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$43,095
Total income from all sources (including contributions)2017-12-31$2,605,024
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,113,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,021,640
Expenses. Certain deemed distributions of participant loans2017-12-31$1,830
Value of total corrective distributions2017-12-31$43,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,397,667
Value of total assets at end of year2017-12-31$10,987,157
Value of total assets at beginning of year2017-12-31$9,477,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,725
Total interest from all sources2017-12-31$12,616
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
Administrative expenses professional fees incurred2017-12-31$17,365
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$1,105,057
Participant contributions at end of year2017-12-31$302,609
Participant contributions at beginning of year2017-12-31$269,600
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$41,326
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$61,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$43,095
Administrative expenses (other) incurred2017-12-31$10
Total non interest bearing cash at end of year2017-12-31$6,617
Total non interest bearing cash at beginning of year2017-12-31$6,623
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$1,491,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,925,719
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,433,985
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,542,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,027,457
Interest on participant loans2017-12-31$12,616
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,194,741
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
Contributions received in cash from employer2017-12-31$234,502
Employer contributions (assets) at end of year2017-12-31$134,964
Employer contributions (assets) at beginning of year2017-12-31$132,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,021,640
Contract administrator fees2017-12-31$29,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2017-12-31541643141
2016 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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$43,095
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$1,881,848
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$696,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$593,063
Expenses. Certain deemed distributions of participant loans2016-12-31$16,789
Value of total corrective distributions2016-12-31$52,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,385,079
Value of total assets at end of year2016-12-31$9,477,080
Value of total assets at beginning of year2016-12-31$8,248,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,006
Total interest from all sources2016-12-31$12,071
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
Administrative expenses professional fees incurred2016-12-31$8,394
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$1,058,050
Participant contributions at end of year2016-12-31$269,600
Participant contributions at beginning of year2016-12-31$258,842
Participant contributions at end of year2016-12-31$41,326
Participant contributions at beginning of year2016-12-31$36,260
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$43,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$20
Total non interest bearing cash at end of year2016-12-31$6,623
Total non interest bearing cash at beginning of year2016-12-31$6,617
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$1,185,845
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,433,985
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,248,140
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,027,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,821,958
Interest on participant loans2016-12-31$12,071
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$484,698
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
Contributions received in cash from employer2016-12-31$226,119
Employer contributions (assets) at end of year2016-12-31$132,074
Employer contributions (assets) at beginning of year2016-12-31$124,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$593,063
Contract administrator fees2016-12-31$25,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2016-12-31541643141
2015 : AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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$45,510
Total income from all sources (including contributions)2015-12-31$1,210,385
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,026,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,001,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,316,729
Value of total assets at end of year2015-12-31$8,248,140
Value of total assets at beginning of year2015-12-31$8,110,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,762
Total interest from all sources2015-12-31$8,943
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$1,047,595
Participant contributions at end of year2015-12-31$258,842
Participant contributions at beginning of year2015-12-31$220,494
Participant contributions at end of year2015-12-31$36,260
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$45,510
Other income not declared elsewhere2015-12-31$-7,664
Total non interest bearing cash at end of year2015-12-31$6,617
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$183,457
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,248,140
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,064,683
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$20,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,821,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,950,815
Interest on participant loans2015-12-31$8,943
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$724,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$106,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-107,623
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
Contributions received in cash from employer2015-12-31$232,188
Employer contributions (assets) at end of year2015-12-31$124,463
Employer contributions (assets) at beginning of year2015-12-31$107,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,001,166
Contract administrator fees2015-12-31$4,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2015-12-31541643141

Form 5500 Responses for AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN

2022: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered697
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,749
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees35749
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered844
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,148
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $37,148
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered864
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $31,315
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $31,315
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered857
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,834
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $28,834
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered801
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,288
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees24288
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116448
Policy instance 1
Insurance contract or identification number116448
Number of Individuals Covered1199
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $36,241
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $26,705
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 2455
Policy instance 2
Insurance contract or identification numberGP 2455
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $106
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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 $106
Insurance broker organization code?3
Insurance broker nameTHE O.N. EQUITY SALES CO

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3