| Plan Name | PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PIONEER HEALTHCARE SERVICES LLC |
| Employer identification number (EIN): | 454526162 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about PIONEER HEALTHCARE SERVICES LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2014-05-19 |
| Company Identification Number: | 0801992674 |
| Legal Registered Office Address: |
6215 FERRIS SQ STE 120 SAN DIEGO United States of America (USA) 92121 |
More information about PIONEER HEALTHCARE SERVICES LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DANIEL RIETTI | 2024-07-30 | ||
| 001 | 2022-01-01 | TARA EVANS, FOR TAG RESOURCES | 2023-09-01 | ||
| 001 | 2021-01-01 | TARA EVANS | 2022-09-23 | ||
| 001 | 2021-01-01 | TARA EVANS | 2022-10-13 | ||
| 001 | 2020-01-01 | PHIL TISUE | 2021-09-17 | ||
| 001 | 2020-01-01 | PHIL TISUE | 2021-10-07 | ||
| 001 | 2019-01-01 | DANIEL D RIETTI | 2020-11-05 | ||
| 001 | 2017-01-01 | DANIEL D RIETTI | |||
| 001 | 2016-01-01 | DANIEL RIETTI | |||
| 001 | 2015-01-01 | DANIEL RIETTI | 2016-06-06 | ||
| 001 | 2014-01-01 | DAN RIETTI | 2015-07-17 | ||
| 001 | 2013-01-01 | DANIEL RIETTI | 2015-10-28 | ||
| 001 | 2012-01-01 | PIONEER HEALTHCARE SERVICES LL | 2013-07-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-03 | 430252 |
| Net assets as of the end of the plan year | 2025-10-03 | 716427 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 849534 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 161588 |
| Other contributions to plan in this plan year | 2025-10-03 | 29362 |
| Other income to plan in this plan year | 2025-10-03 | 96611 |
| Plan net income in this plan year | 2025-10-03 | -133107 |
| Net assets as of the end of the plan year | 2025-10-03 | 716427 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 849534 |
| Employer contributions to plan in this plan year | 2025-10-03 | 9584 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 6699 |
| 2024 : PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-30 | 11436 |
| Net assets as of the end of the plan year | 2024-07-30 | 849534 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 666968 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 62222 |
| Other income to plan in this plan year | 2024-07-30 | 131780 |
| Plan net income in this plan year | 2024-07-30 | 182566 |
| Net assets as of the end of the plan year | 2024-07-30 | 849534 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 666968 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 7315 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 7758 |
| 2017 : PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2017 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $137,977 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $29,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $24,451 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $84,372 |
| Value of total assets at end of year | 2017-12-31 | $335,387 |
| Value of total assets at beginning of year | 2017-12-31 | $226,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,106 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $47 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,689 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $9,689 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $84,372 |
| Participant contributions at end of year | 2017-12-31 | $1,773 |
| Participant contributions at beginning of year | 2017-12-31 | $2,000 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $150 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $108,420 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $335,387 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $226,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $333,499 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $224,671 |
| Interest on participant loans | 2017-12-31 | $47 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $0 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $115 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $296 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $296 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $43,869 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $24,451 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Contract administrator fees | 2017-12-31 | $4,956 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WEWORSKI & ASSOCIATES |
| Accountancy firm EIN | 2017-12-31 | 330516783 |
| 2016 : PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $76,439 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $39,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $39,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $60,716 |
| Value of total assets at end of year | 2016-12-31 | $226,967 |
| Value of total assets at beginning of year | 2016-12-31 | $190,252 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $425 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $8,823 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $8,823 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $60,716 |
| Participant contributions at end of year | 2016-12-31 | $2,000 |
| Administrative expenses (other) incurred | 2016-12-31 | $425 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $36,715 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $226,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $190,252 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $224,671 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $190,252 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $296 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,900 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $39,299 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WEWORSKI & ASSOCIATES |
| Accountancy firm EIN | 2016-12-31 | 330516783 |
| 2017: PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PIONEER HEALTHCARE SERVICES LL 401K PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |