401k Plan data: HEALTH SERVICES 401(K) RETIREMENT PLAN plan

HEALTH SERVICES 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	HEALTH SERVICES 401(K) RETIREMENT PLAN
Plan identification number	001

HEALTH SERVICES 401(K) RETIREMENT 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.
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

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

Company Name: COMPASS HEALTHCARE SOLUTIONS, LLC

Employer identification number (EIN): 471743028

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about COMPASS HEALTHCARE SOLUTIONS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2014-08-25

Company Identification Number: L14000132960

Legal Registered Office Address: 220 MCKENZIE AVENUE

PANAMA CITY

32401

More information about COMPASS HEALTHCARE SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH SERVICES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DUANE GALLAGHER 2023-09-22
001 2021-01-01 DUANE GALLAGHER 2022-10-11
001 2020-01-01 DUANE GALLAGHER 2021-10-06 DUANE GALLAGHER 2021-10-06
001 2019-01-01 DUANE GALLAGHER 2020-08-20
001 2018-01-01 DUANE GALLAGHER 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DUANE GALLAGHER 2015-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DUANE GALLAGHER	2023-09-22
001	2021-01-01	DUANE GALLAGHER	2022-10-11
001	2020-01-01	DUANE GALLAGHER	2021-10-06	DUANE GALLAGHER	2021-10-06
001	2019-01-01	DUANE GALLAGHER	2020-08-20
001	2018-01-01	DUANE GALLAGHER	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DUANE GALLAGHER	2015-09-28

Plan Statistics for HEALTH SERVICES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HEALTH SERVICES 401(K) RETIREMENT PLAN

Measure Date Value
2022: HEALTH SERVICES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HEALTH SERVICES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 134
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HEALTH SERVICES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 158
Number of participants with account balances 2020-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEALTH SERVICES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 159
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEALTH SERVICES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 153
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 162
Number of participants with account balances 2018-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEALTH SERVICES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 499
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 514
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEALTH SERVICES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 471
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 487
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEALTH SERVICES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 478
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 493
Number of participants with account balances 2015-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: HEALTH SERVICES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HEALTH SERVICES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	134
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HEALTH SERVICES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	158
Number of participants with account balances	2020-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEALTH SERVICES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	159
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEALTH SERVICES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	153
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	162
Number of participants with account balances	2018-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEALTH SERVICES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	499
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	514
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEALTH SERVICES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	471
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	487
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEALTH SERVICES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	478
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	493
Number of participants with account balances	2015-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on HEALTH SERVICES 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-183,850
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$176,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$170,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$100,427
Value of total assets at end of year	2022-12-31	$1,391,402
Value of total assets at beginning of year	2022-12-31	$1,751,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,231
Total interest from all sources	2022-12-31	$2,571
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$616
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$65,617
Participant contributions at end of year	2022-12-31	$56,960
Participant contributions at beginning of year	2022-12-31	$50,943
Participant contributions at end of year	2022-12-31	$250
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-360,068
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,391,402
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,751,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$108,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$180,435
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,036,757
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,437,286
Interest on participant loans	2022-12-31	$2,571
Value of interest in common/collective trusts at end of year	2022-12-31	$188,724
Value of interest in common/collective trusts at beginning of year	2022-12-31	$82,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-40,412
Net investment gain/loss from pooled separate accounts	2022-12-31	$-249,331
Net investment gain or loss from common/collective trusts	2022-12-31	$2,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$17,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$170,987
Contract administrator fees	2022-12-31	$1,570
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PURYEAR & NOONAN, P.C.
Accountancy firm EIN	2022-12-31	620788068
2021 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$342,781
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$195,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$190,097
Expenses. Certain deemed distributions of participant loans	2021-12-31	$62
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$89,003
Value of total assets at end of year	2021-12-31	$1,751,470
Value of total assets at beginning of year	2021-12-31	$1,604,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,207
Total interest from all sources	2021-12-31	$3,770
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,040
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$70,213
Participant contributions at end of year	2021-12-31	$50,943
Participant contributions at beginning of year	2021-12-31	$69,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$147,415
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,751,470
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,604,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$3,968
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$180,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$181,127
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,437,286
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,245,117
Interest on participant loans	2021-12-31	$3,770
Value of interest in common/collective trusts at end of year	2021-12-31	$82,806
Value of interest in common/collective trusts at beginning of year	2021-12-31	$108,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,758
Net investment gain/loss from pooled separate accounts	2021-12-31	$237,107
Net investment gain or loss from common/collective trusts	2021-12-31	$1,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$18,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$190,097
Contract administrator fees	2021-12-31	$1,239
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PURYEAR & NOONAN, P.C.
Accountancy firm EIN	2021-12-31	620788068
2020 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$329,741
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$272,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$267,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$92,603
Value of total assets at end of year	2020-12-31	$1,604,055
Value of total assets at beginning of year	2020-12-31	$1,546,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,835
Total interest from all sources	2020-12-31	$4,852
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$154,663
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$71,981
Participant contributions at end of year	2020-12-31	$69,563
Participant contributions at beginning of year	2020-12-31	$57,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$57,433
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,604,055
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,546,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,571
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$181,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$163,775
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,245,117
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,180,150
Interest on participant loans	2020-12-31	$4,852
Value of interest in common/collective trusts at end of year	2020-12-31	$108,248
Value of interest in common/collective trusts at beginning of year	2020-12-31	$145,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$46,187
Net investment gain/loss from pooled separate accounts	2020-12-31	$186,086
Net investment gain or loss from common/collective trusts	2020-12-31	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$20,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$267,473
Contract administrator fees	2020-12-31	$1,264
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PURYEAR & NOONAN, P.C.
Accountancy firm EIN	2020-12-31	620788068
2019 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,593
Total income from all sources (including contributions)	2019-12-31	$384,237
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$208,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$203,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$103,275
Value of total assets at end of year	2019-12-31	$1,546,622
Value of total assets at beginning of year	2019-12-31	$1,374,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,967
Total interest from all sources	2019-12-31	$2,388
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$676
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$137,063
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$82,381
Participant contributions at end of year	2019-12-31	$57,538
Participant contributions at beginning of year	2019-12-31	$30,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$176,000
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,546,622
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,370,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,482
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$163,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$123,701
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,180,150
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$988,356
Interest on participant loans	2019-12-31	$2,388
Value of interest in common/collective trusts at end of year	2019-12-31	$145,159
Value of interest in common/collective trusts at beginning of year	2019-12-31	$231,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$37,387
Net investment gain/loss from pooled separate accounts	2019-12-31	$232,309
Net investment gain or loss from common/collective trusts	2019-12-31	$8,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$20,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$203,270
Contract administrator fees	2019-12-31	$1,485
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PURYEAR & NOONAN, P.C.
Accountancy firm EIN	2019-12-31	620788068
2018 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$1,720,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,297
Total income from all sources (including contributions)	2018-12-31	$208,617
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$28,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$14,349
Value of total corrective distributions	2018-12-31	$5,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$218,585
Value of total assets at end of year	2018-12-31	$1,374,215
Value of total assets at beginning of year	2018-12-31	$2,928,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,242
Total interest from all sources	2018-12-31	$2,915
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$643
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$291,061
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$157,274
Participant contributions at end of year	2018-12-31	$30,330
Participant contributions at beginning of year	2018-12-31	$75,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$3,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$18,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$180,370
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,370,622
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,910,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$6,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$123,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$254,835
Value of interest in pooled separate accounts at end of year	2018-12-31	$988,356
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,208,638
Interest on participant loans	2018-12-31	$2,915
Value of interest in common/collective trusts at end of year	2018-12-31	$231,828
Value of interest in common/collective trusts at beginning of year	2018-12-31	$389,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,439
Net investment gain/loss from pooled separate accounts	2018-12-31	$-5,704
Net investment gain or loss from common/collective trusts	2018-12-31	$2,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$61,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$14,349
Contract administrator fees	2018-12-31	$1,794
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PURYEAR & NOONAN, P.C.
Accountancy firm EIN	2018-12-31	620788068
2017 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,009
Total income from all sources (including contributions)	2017-12-31	$621,775
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$237,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$209,899
Value of total corrective distributions	2017-12-31	$18,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$258,581
Value of total assets at end of year	2017-12-31	$2,928,905
Value of total assets at beginning of year	2017-12-31	$2,527,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,077
Total interest from all sources	2017-12-31	$4,761
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$766
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$766
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$291,061
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	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	$214,780
Participant contributions at end of year	2017-12-31	$75,901
Participant contributions at beginning of year	2017-12-31	$96,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$18,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,009
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	$384,502
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,910,608
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,526,106
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
Investment advisory and management fees	2017-12-31	$6,351
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$254,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$179,661
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,208,638
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,884,642
Interest on participant loans	2017-12-31	$4,761
Value of interest in common/collective trusts at end of year	2017-12-31	$389,531
Value of interest in common/collective trusts at beginning of year	2017-12-31	$366,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$55,473
Net investment gain/loss from pooled separate accounts	2017-12-31	$298,439
Net investment gain or loss from common/collective trusts	2017-12-31	$3,755
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
Contributions received in cash from employer	2017-12-31	$43,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$209,899
Contract administrator fees	2017-12-31	$2,726
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	No
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
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	MCKERLEY & NOONAN, P.C.
Accountancy firm EIN	2017-12-31	621797916
2016 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,009
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	$416,409
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$366,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$356,799
Value of total corrective distributions	2016-12-31	$1,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$259,099
Value of total assets at end of year	2016-12-31	$2,527,115
Value of total assets at beginning of year	2016-12-31	$2,476,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,770
Total interest from all sources	2016-12-31	$5,674
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$948
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$948
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$252,712
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	$213,014
Participant contributions at end of year	2016-12-31	$96,045
Participant contributions at beginning of year	2016-12-31	$110,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$49,831
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,526,106
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,476,275
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
Investment advisory and management fees	2016-12-31	$5,820
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$179,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$162,649
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,884,642
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,706,786
Interest on participant loans	2016-12-31	$5,674
Value of interest in common/collective trusts at end of year	2016-12-31	$366,767
Value of interest in common/collective trusts at beginning of year	2016-12-31	$496,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,270
Net investment gain/loss from pooled separate accounts	2016-12-31	$143,026
Net investment gain or loss from common/collective trusts	2016-12-31	$3,392
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
Contributions received in cash from employer	2016-12-31	$46,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$356,799
Contract administrator fees	2016-12-31	$2,950
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	2016-12-31	No
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	MCKERLEY & NOONAN, P.C.
Accountancy firm EIN	2016-12-31	621797916
2015 : HEALTH SERVICES 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,901,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$327,768
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$578,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$569,964
Value of total corrective distributions	2015-12-31	$56
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$308,331
Value of total assets at end of year	2015-12-31	$2,476,275
Value of total assets at beginning of year	2015-12-31	$824,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,145
Total interest from all sources	2015-12-31	$4,557
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,266
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,266
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$240,546
Participant contributions at end of year	2015-12-31	$110,181
Participant contributions at beginning of year	2015-12-31	$47,026
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$21,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-250,397
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,476,275
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$824,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,381
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$162,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$65,534
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,706,786
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$563,937
Income. Interest from loans (other than to participants)	2015-12-31	$4,557
Value of interest in common/collective trusts at end of year	2015-12-31	$496,659
Value of interest in common/collective trusts at beginning of year	2015-12-31	$148,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-721
Net investment gain/loss from pooled separate accounts	2015-12-31	$9,619
Net investment gain or loss from common/collective trusts	2015-12-31	$4,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$46,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$569,964
Contract administrator fees	2015-12-31	$2,764
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCKERLEY & NOONAN, P.C.
Accountancy firm EIN	2015-12-31	621797916

Form 5500 Responses for HEALTH SERVICES 401(K) RETIREMENT PLAN

2022: HEALTH SERVICES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTH SERVICES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTH SERVICES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTH SERVICES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTH SERVICES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTH SERVICES 401(K) RETIREMENT 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTH SERVICES 401(K) RETIREMENT 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEALTH SERVICES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	34
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $588
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	588
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	40
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $653
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	653
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	40
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $560
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	560
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	42
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $529
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	529
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	44
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,000
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1000
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	104
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $981
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	981
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5
Insurance broker name	ACUFF & ASSOCIATES, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

461630

Policy instance

Insurance contract or identification number	461630
Number of Individuals Covered	493
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 $790
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	790
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5
Insurance broker name	ACUFF & ASSOCIATES, INC.

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Company Name:	COMPASS HEALTHCARE SOLUTIONS, LLC
Employer identification number (EIN):	471743028
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2014-08-25
Company Identification Number:	L14000132960
Legal Registered Office Address:	220 MCKENZIE AVENUE PANAMA CITY 32401