401k Plan data: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN plan

HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN
Plan identification number	002

HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

HAMILTON HEALTH ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: HAMILTON HEALTH ASSOCIATES INC

Employer identification number (EIN): 311616293

NAIC Classification: 621310
NAIC Description: Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JL MATTSON MURDOCK 2023-06-24
002 2021-01-01 JL MATTSON MURDOCK 2022-07-18
002 2020-01-01 JL MATTSON MURDOCK 2021-07-08
002 2018-01-01 JL MATTSON MURDOCK 2019-09-16
002 2017-01-01 JL MATTSON MURDOCK 2018-07-11
002 2016-01-01 JL MATTSON MURDOCK 2017-08-21
002 2015-01-01 MATT MURDOCK MATT MURDOCK 2016-07-05
002 2014-01-01 MATT MURDOCK MATT MURDOCK 2015-06-30
002 2013-01-01 MATT MURDOCK MATT MURDOCK 2014-04-22
002 2012-01-01 MATT MURDOCK MATT MURDOCK 2013-04-26
002 2011-01-01 MATT MURDOCK MATT MURDOCK 2012-06-22
002 2009-01-01 MATT MURDOCK MATT MURDOCK 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JL MATTSON MURDOCK	2023-06-24
002	2021-01-01	JL MATTSON MURDOCK	2022-07-18
002	2020-01-01	JL MATTSON MURDOCK	2021-07-08
002	2018-01-01	JL MATTSON MURDOCK	2019-09-16
002	2017-01-01	JL MATTSON MURDOCK	2018-07-11
002	2016-01-01	JL MATTSON MURDOCK	2017-08-21
002	2015-01-01	MATT MURDOCK		MATT MURDOCK	2016-07-05
002	2014-01-01	MATT MURDOCK		MATT MURDOCK	2015-06-30
002	2013-01-01	MATT MURDOCK		MATT MURDOCK	2014-04-22
002	2012-01-01	MATT MURDOCK		MATT MURDOCK	2013-04-26
002	2011-01-01	MATT MURDOCK		MATT MURDOCK	2012-06-22
002	2009-01-01	MATT MURDOCK		MATT MURDOCK	2010-07-09

Plan Statistics for HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2015: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 4
2012: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 5
2011: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
2009: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2015: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	4
2012: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	5
2011: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
2009: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	6

Financial Data on HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2015 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$10,616
Total plan assets at end of year	2015-12-31	$778,598
Total plan assets at beginning of year	2015-12-31	$767,982
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$15,580
Other income received	2015-12-31	$-17,348
Net income (gross income less expenses)	2015-12-31	$10,616
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$778,598
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$767,982
Total contributions received or receivable from employer(s)	2015-12-31	$12,384
2014 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$52,037
Total plan assets at end of year	2014-12-31	$767,982
Total plan assets at beginning of year	2014-12-31	$715,945
Value of fidelity bond covering the plan	2014-12-31	$78,000
Total contributions received or receivable from participants	2014-12-31	$13,787
Other income received	2014-12-31	$27,730
Net income (gross income less expenses)	2014-12-31	$52,037
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$767,982
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$715,945
Total contributions received or receivable from employer(s)	2014-12-31	$10,520
2013 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$146,901
Expenses. Total of all expenses incurred	2013-12-31	$12,745
Benefits paid (including direct rollovers)	2013-12-31	$12,745
Total plan assets at end of year	2013-12-31	$715,945
Total plan assets at beginning of year	2013-12-31	$581,789
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$12,533
Other income received	2013-12-31	$124,351
Net income (gross income less expenses)	2013-12-31	$134,156
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$715,945
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$581,789
Total contributions received or receivable from employer(s)	2013-12-31	$10,017
2012 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$97,935
Total plan assets at end of year	2012-12-31	$581,789
Total plan assets at beginning of year	2012-12-31	$483,854
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$15,851
Other income received	2012-12-31	$70,541
Net income (gross income less expenses)	2012-12-31	$97,935
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$581,789
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$483,854
Total contributions received or receivable from employer(s)	2012-12-31	$11,543
2011 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$999
Expenses. Total of all expenses incurred	2011-12-31	$9,170
Benefits paid (including direct rollovers)	2011-12-31	$9,170
Total plan assets at end of year	2011-12-31	$483,854
Total plan assets at beginning of year	2011-12-31	$492,025
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$18,165
Other income received	2011-12-31	$-28,945
Net income (gross income less expenses)	2011-12-31	$-8,171
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$483,854
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$492,025
Total contributions received or receivable from employer(s)	2011-12-31	$11,779
2010 : HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$80,603
Total plan assets at end of year	2010-12-31	$492,025
Total plan assets at beginning of year	2010-12-31	$411,422
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$11,222
Other income received	2010-12-31	$59,769
Net income (gross income less expenses)	2010-12-31	$80,603
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$492,025
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$411,422
Total contributions received or receivable from employer(s)	2010-12-31	$9,612

Form 5500 Responses for HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN

2015: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HAMILTON HEALTH ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	6
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	6
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	6
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	6
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25907

Policy instance

Insurance contract or identification number	25907
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	6
Insurance broker name

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Company Name:	HAMILTON HEALTH ASSOCIATES INC
Employer identification number (EIN):	311616293
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors