?>
Logo

SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 401k Plan overview

Plan NameSUCCESS HEALTHCARE 1, LLC 401(K) PLAN
Plan identification number 001

SUCCESS HEALTHCARE 1, LLC 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SUCCESS HEALTHCARE 1, LLC has sponsored the creation of one or more 401k plans.

Company Name:SUCCESS HEALTHCARE 1, LLC
Employer identification number (EIN):263366535
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SUCCESS HEALTHCARE 1, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 2008-09-15
Company Identification Number: 200825910337
Legal Registered Office Address: 999 YAMATO RD THIRD FL

BOCA RATON
United States of America (USA)
33431

More information about SUCCESS HEALTHCARE 1, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUCCESS HEALTHCARE 1, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DAVID ARMSTRONG
0012014-01-01DAVID ARMSTRONG
0012013-01-01DAVID ARMSTRONG
0012012-01-01DAVID ARMSTRONG
0012011-01-01DAVID ARMSTRONG
0012010-01-01DAVID ARMSTRONG2011-10-17

Plan Statistics for SUCCESS HEALTHCARE 1, LLC 401(K) PLAN

401k plan membership statisitcs for SUCCESS HEALTHCARE 1, LLC 401(K) PLAN

Measure Date Value
2015: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01792
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01752
Total number of active participants reported on line 7a of the Form 55002014-01-01734
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01778
Number of participants with account balances2014-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01720
Total number of active participants reported on line 7a of the Form 55002013-01-01714
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01740
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01719
Total number of active participants reported on line 7a of the Form 55002012-01-01685
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01713
Number of participants with account balances2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01694
Total number of active participants reported on line 7a of the Form 55002011-01-01666
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01704
Number of participants with account balances2011-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on SUCCESS HEALTHCARE 1, LLC 401(K) PLAN

Measure Date Value
2015 : SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-09$0
Total transfer of assets from this plan2015-03-09$3,744,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-09$0
Total income from all sources (including contributions)2015-03-09$207,396
Total loss/gain on sale of assets2015-03-09$0
Total of all expenses incurred2015-03-09$106,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-09$55,922
Value of total corrective distributions2015-03-09$48,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-09$121,144
Value of total assets at end of year2015-03-09$0
Value of total assets at beginning of year2015-03-09$3,643,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-09$1,445
Total interest from all sources2015-03-09$1,446
Total dividends received (eg from common stock, registered investment company shares)2015-03-09$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-03-09$0
Was this plan covered by a fidelity bond2015-03-09Yes
Value of fidelity bond cover2015-03-09$5,000,000
If this is an individual account plan, was there a blackout period2015-03-09Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-09$0
Were there any nonexempt tranactions with any party-in-interest2015-03-09No
Contributions received from participants2015-03-09$121,144
Participant contributions at end of year2015-03-09$0
Participant contributions at beginning of year2015-03-09$122,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-09No
Value of net income/loss2015-03-09$101,277
Value of net assets at end of year (total assets less liabilities)2015-03-09$0
Value of net assets at beginning of year (total assets less liabilities)2015-03-09$3,643,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-09No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-09No
Were any leases to which the plan was party in default or uncollectible2015-03-09No
Value of interest in pooled separate accounts at end of year2015-03-09$0
Value of interest in pooled separate accounts at beginning of year2015-03-09$3,263,348
Interest on participant loans2015-03-09$556
Interest earned on other investments2015-03-09$890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-09$257,339
Net investment gain/loss from pooled separate accounts2015-03-09$84,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-09No
Was there a failure to transmit to the plan any participant contributions2015-03-09No
Has the plan failed to provide any benefit when due under the plan2015-03-09No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-09$55,922
Contract administrator fees2015-03-09$1,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-09Yes
Did the plan have assets held for investment2015-03-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-09No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-09Yes
Opinion of an independent qualified public accountant for this plan2015-03-09Disclaimer
Accountancy firm name2015-03-09MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2015-03-09010720052
2014 : SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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$1,052,308
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$141,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$123,129
Value of total corrective distributions2014-12-31$6,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$875,200
Value of total assets at end of year2014-12-31$3,643,183
Value of total assets at beginning of year2014-12-31$2,732,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,724
Total interest from all sources2014-12-31$7,346
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$5,000,000
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$634,317
Participant contributions at end of year2014-12-31$122,496
Participant contributions at beginning of year2014-12-31$129,153
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$240,883
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$910,732
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,643,183
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,732,451
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
Value of interest in pooled separate accounts at end of year2014-12-31$3,263,348
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,460,943
Interest on participant loans2014-12-31$4,091
Interest earned on other investments2014-12-31$3,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$257,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$142,355
Net investment gain/loss from pooled separate accounts2014-12-31$169,762
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 contributions2014-12-31Yes
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$123,129
Contract administrator fees2014-12-31$11,724
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 name2014-12-31MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2014-12-31010720052
2013 : SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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$907,158
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$314,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$291,572
Value of total corrective distributions2013-12-31$15,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$523,133
Value of total assets at end of year2013-12-31$2,732,451
Value of total assets at beginning of year2013-12-31$2,139,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,086
Total interest from all sources2013-12-31$5,660
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$3,000,000
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$522,697
Participant contributions at end of year2013-12-31$129,153
Participant contributions at beginning of year2013-12-31$78,271
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$436
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$593,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,732,451
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,139,325
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
Value of interest in pooled separate accounts at end of year2013-12-31$2,460,943
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,939,704
Interest on participant loans2013-12-31$3,560
Interest earned on other investments2013-12-31$2,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$142,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$121,350
Net investment gain/loss from pooled separate accounts2013-12-31$378,365
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 contributions2013-12-31Yes
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$291,572
Contract administrator fees2013-12-31$7,086
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 name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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$630,933
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$303,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$258,096
Value of total corrective distributions2012-12-31$37,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$413,254
Value of total assets at end of year2012-12-31$2,139,325
Value of total assets at beginning of year2012-12-31$1,811,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,867
Total interest from all sources2012-12-31$3,624
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$366,442
Participant contributions at end of year2012-12-31$78,271
Participant contributions at beginning of year2012-12-31$48,229
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,812
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$327,819
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,139,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,811,506
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
Value of interest in pooled separate accounts at end of year2012-12-31$1,939,704
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,667,951
Interest on participant loans2012-12-31$2,234
Interest earned on other investments2012-12-31$1,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$121,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$95,326
Net investment gain/loss from pooled separate accounts2012-12-31$214,055
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 contributions2012-12-31Yes
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$258,096
Contract administrator fees2012-12-31$7,867
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 name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$168,664
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$332,070
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$195,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$191,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$379,516
Value of total assets at end of year2011-12-31$1,811,506
Value of total assets at beginning of year2011-12-31$1,505,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,636
Total interest from all sources2011-12-31$1,628
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$376,755
Participant contributions at end of year2011-12-31$48,229
Participant contributions at beginning of year2011-12-31$12,557
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,761
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$136,934
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,811,506
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,505,908
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
Value of interest in pooled separate accounts at end of year2011-12-31$1,667,951
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,480,491
Interest on participant loans2011-12-31$695
Interest earned on other investments2011-12-31$933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$95,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,860
Net investment gain/loss from pooled separate accounts2011-12-31$-49,074
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 contributions2011-12-31Yes
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$191,500
Contract administrator fees2011-12-31$3,636
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 name2011-12-31MARCUM, LLP
Accountancy firm EIN2011-12-31111986323

Form 5500 Responses for SUCCESS HEALTHCARE 1, LLC 401(K) PLAN

2015: SUCCESS HEALTHCARE 1, LLC 401(K) 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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: SUCCESS HEALTHCARE 1, LLC 401(K) PLAN 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807797
Policy instance 1
Insurance contract or identification number807797
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-09
Total amount of commissions paid to insurance brokerUSD $1,210
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 Administration1
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 $1,210
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807797
Policy instance 1
Insurance contract or identification number807797
Number of Individuals Covered778
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,196
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 Administration1
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 $9,196
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807797
Policy instance 1
Insurance contract or identification number807797
Number of Individuals Covered740
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,652
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 Administration1
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 $5,652
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807797
Policy instance 1
Insurance contract or identification number807797
Number of Individuals Covered713
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,324
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 $5,324
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807797
Policy instance 1
Insurance contract or identification number807797
Number of Individuals Covered704
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,355
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

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