ASCENDIENT HEALTHCARE ADVISORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN
| Measure | Date | Value |
|---|
| 2025 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-20 | 338161 |
| Net assets as of the end of the plan year | 2025-08-20 | 6054457 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 5013679 |
| Value of plan covered by a fidelity bond | 2025-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-20 | 256964 |
| Other expenses paid from plan in this plan year | 2025-08-20 | 0 |
| Other contributions to plan in this plan year | 2025-08-20 | 17798 |
| Other income to plan in this plan year | 2025-08-20 | 786132 |
| Plan net income in this plan year | 2025-08-20 | 1040778 |
| Net assets as of the end of the plan year | 2025-08-20 | 6054457 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 5013679 |
| Employer contributions to plan in this plan year | 2025-08-20 | 318045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-20 | 4184 |
| 2024 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-07 | 8622 |
| Net assets as of the end of the plan year | 2024-10-07 | 5013679 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 3976783 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 225148 |
| Other expenses paid from plan in this plan year | 2024-10-07 | 0 |
| Other contributions to plan in this plan year | 2024-10-07 | 0 |
| Other income to plan in this plan year | 2024-10-07 | 452213 |
| Plan net income in this plan year | 2024-10-07 | 1036896 |
| Net assets as of the end of the plan year | 2024-10-07 | 5013679 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 3976783 |
| Employer contributions to plan in this plan year | 2024-10-07 | 368157 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 3029 |
| 2022 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-492,777 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $337,140 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $336,765 |
| Total plan assets at end of year | 2022-12-31 | $3,976,783 |
| Total plan assets at beginning of year | 2022-12-31 | $4,806,700 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $200,933 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $101,405 |
| Other income received | 2022-12-31 | $-982,357 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-829,917 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,976,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,806,700 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $187,242 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $375 |
| 2021 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,226,675 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $100 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $4,806,700 |
| Total plan assets at beginning of year | 2021-12-31 | $3,580,125 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $167,919 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $225,599 |
| Other income received | 2021-12-31 | $628,392 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,226,575 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,806,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,580,125 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $204,765 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $100 |
| 2020 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $771,555 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $3,580,125 |
| Total plan assets at beginning of year | 2020-12-31 | $2,808,570 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $128,011 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,907 |
| Other income received | 2020-12-31 | $483,907 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $771,555 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,580,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,808,570 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $156,730 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $739,181 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,808,570 |
| Total plan assets at beginning of year | 2019-12-31 | $2,069,389 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $100,017 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $510,890 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $739,181 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,808,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,069,389 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $128,274 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $13,003 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $51,759 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $51,759 |
| Total plan assets at end of year | 2018-12-31 | $2,069,389 |
| Total plan assets at beginning of year | 2018-12-31 | $2,108,145 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $77,543 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-157,218 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-38,756 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,069,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,108,145 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $92,678 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $26,283 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $445,415 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $11,601 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $11,601 |
| Total plan assets at end of year | 2017-12-31 | $2,108,145 |
| Total plan assets at beginning of year | 2017-12-31 | $1,648,048 |
| Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $69,909 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $333,516 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $433,814 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,108,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,648,048 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $41,990 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $244,011 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,582 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,582 |
| Total plan assets at end of year | 2016-12-31 | $1,648,048 |
| Total plan assets at beginning of year | 2016-12-31 | $1,407,619 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $58,721 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $97,350 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $240,429 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,648,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,407,619 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $87,940 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $123,263 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19,390 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $19,390 |
| Total plan assets at end of year | 2015-12-31 | $1,382,619 |
| Total plan assets at beginning of year | 2015-12-31 | $1,278,746 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $65,378 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $20,901 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $103,873 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,382,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,278,746 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $36,984 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $149,746 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $37,186 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,165 |
| Total plan assets at end of year | 2014-12-31 | $1,278,746 |
| Total plan assets at beginning of year | 2014-12-31 | $1,166,186 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $65,705 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $30,021 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $47,810 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $112,560 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,278,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,166,186 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $36,231 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2022: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR 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: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR 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 PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 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 |
| 2014: HEALTH PLANNING SOURCE, INC. 401K SAFE HARBOR PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
