401k Plan data: ORION HEALTHCORP, INC. 401(K) PLAN plan

ORION HEALTHCORP, INC. 401(K) PLAN 401k Plan overview

Plan Name	ORION HEALTHCORP, INC. 401(K) PLAN
Plan identification number	001

ORION HEALTHCORP, INC. 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORION HEALTHCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORION HEALTHCORP, INC.

Employer identification number (EIN): 581597246

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Additional information about ORION HEALTHCORP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-10-19

Company Identification Number: 0013518406

Legal Registered Office Address: 3 TIMES SQ FL 9

NEW YORK
United States of America (USA)
10036

More information about ORION HEALTHCORP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORION HEALTHCORP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 HOWARD EHRENBERG 2020-09-22
001 2016-01-01
001 2015-01-01 KELLI CASKEY
001 2015-01-01 KELLI CASKEY
001 2010-01-01 TERRENCE BAUER
001 2009-01-01 KIM SINGLETON TERRENCE BAUER 2010-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	HOWARD EHRENBERG	2020-09-22
001	2016-01-01
001	2015-01-01	KELLI CASKEY
001	2015-01-01	KELLI CASKEY
001	2010-01-01	TERRENCE BAUER
001	2009-01-01	KIM SINGLETON		TERRENCE BAUER	2010-08-19

Plan Statistics for ORION HEALTHCORP, INC. 401(K) PLAN

401k plan membership statisitcs for ORION HEALTHCORP, INC. 401(K) PLAN

Measure Date Value
2017: ORION HEALTHCORP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 413
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 202
Total of all active and inactive participants 2017-01-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 615
Number of participants with account balances 2017-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ORION HEALTHCORP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 496
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 160
Total of all active and inactive participants 2016-01-01 656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 656
Number of participants with account balances 2016-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORION HEALTHCORP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 353
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 135
Total of all active and inactive participants 2015-01-01 488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 488
Number of participants with account balances 2015-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2010: ORION HEALTHCORP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 899
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 641
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 289
Total of all active and inactive participants 2010-01-01 930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 930
Number of participants with account balances 2010-01-01 817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 73
2009: ORION HEALTHCORP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 643
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 254
Total of all active and inactive participants 2009-01-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 897
Number of participants with account balances 2009-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 86

Measure	Date	Value
2017: ORION HEALTHCORP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	413
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	202
Total of all active and inactive participants	2017-01-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	615
Number of participants with account balances	2017-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ORION HEALTHCORP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	496
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	160
Total of all active and inactive participants	2016-01-01	656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	656
Number of participants with account balances	2016-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORION HEALTHCORP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	353
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	135
Total of all active and inactive participants	2015-01-01	488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	488
Number of participants with account balances	2015-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2010: ORION HEALTHCORP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	899
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	641
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	289
Total of all active and inactive participants	2010-01-01	930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	930
Number of participants with account balances	2010-01-01	817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	73
2009: ORION HEALTHCORP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	643
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	254
Total of all active and inactive participants	2009-01-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	897
Number of participants with account balances	2009-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	86

Financial Data on ORION HEALTHCORP, INC. 401(K) PLAN

Measure	Date	Value
2017 : ORION HEALTHCORP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$72,801
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,101,268
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,015,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,005,786
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$959,083
Value of total assets at end of year	2017-12-31	$8,628,481
Value of total assets at beginning of year	2017-12-31	$7,470,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,132
Total interest from all sources	2017-12-31	$14,106
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$8,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$8,100
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$767,244
Participant contributions at end of year	2017-12-31	$249,941
Participant contributions at beginning of year	2017-12-31	$227,229
Participant contributions at end of year	2017-12-31	$13,343
Participant contributions at beginning of year	2017-12-31	$4,650
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$106,647
Administrative expenses (other) incurred	2017-12-31	$5,132
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	$1,085,388
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,628,481
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,470,292
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$352,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$318,659
Interest on participant loans	2017-12-31	$13,603
Value of interest in common/collective trusts at end of year	2017-12-31	$7,689,107
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,820,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$260,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$60,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$60,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$39,473
Net investment gain or loss from common/collective trusts	2017-12-31	$1,080,506
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	$85,192
Employer contributions (assets) at end of year	2017-12-31	$62,778
Employer contributions (assets) at beginning of year	2017-12-31	$37,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,005,786
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	MAZARS USA LLP
Accountancy firm EIN	2017-12-31	131459550
2016 : ORION HEALTHCORP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,156,072
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,044,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$979,063
Expenses. Certain deemed distributions of participant loans	2016-12-31	$59,022
Value of total corrective distributions	2016-12-31	$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$625,001
Value of total assets at end of year	2016-12-31	$7,470,292
Value of total assets at beginning of year	2016-12-31	$7,358,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,275
Total interest from all sources	2016-12-31	$14,005
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$9,070
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$581,638
Participant contributions at end of year	2016-12-31	$227,229
Participant contributions at beginning of year	2016-12-31	$268,296
Participant contributions at end of year	2016-12-31	$4,650
Participant contributions at beginning of year	2016-12-31	$19,870
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,394
Administrative expenses (other) incurred	2016-12-31	$6,275
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	$111,562
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,470,292
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,358,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$318,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$278,507
Interest on participant loans	2016-12-31	$14,005
Value of interest in common/collective trusts at end of year	2016-12-31	$6,820,840
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,732,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$60,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$23,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$23,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$13,327
Net investment gain or loss from common/collective trusts	2016-12-31	$494,669
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	Yes
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	$37,969
Employer contributions (assets) at end of year	2016-12-31	$37,969
Employer contributions (assets) at beginning of year	2016-12-31	$35,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$979,063
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	BRIGGS & VESELKA CO.
Accountancy firm EIN	2016-12-31	741769118
2015 : ORION HEALTHCORP, INC. 401(K) 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	$226,688
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	$8,320
Total income from all sources (including contributions)	2015-12-31	$735,642
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,087,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,859,494
Expenses. Certain deemed distributions of participant loans	2015-12-31	$110,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$648,416
Value of total assets at end of year	2015-12-31	$7,358,730
Value of total assets at beginning of year	2015-12-31	$8,492,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$117,190
Total interest from all sources	2015-12-31	$12,972
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$84,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$84,015
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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	$612,482
Participant contributions at end of year	2015-12-31	$268,296
Participant contributions at beginning of year	2015-12-31	$299,813
Participant contributions at end of year	2015-12-31	$19,870
Participant contributions at beginning of year	2015-12-31	$35,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$8,320
Administrative expenses (other) incurred	2015-12-31	$117,190
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	$-1,351,729
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,358,730
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,483,771
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$278,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,018,451
Interest on participant loans	2015-12-31	$12,579
Value of interest in common/collective trusts at end of year	2015-12-31	$6,732,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$23,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$137,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$137,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$9,794
Net investment gain or loss from common/collective trusts	2015-12-31	$-19,555
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	Yes
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	$35,934
Employer contributions (assets) at end of year	2015-12-31	$35,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,859,494
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	Yes
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	ROSENBERG,RICH,BAKER BERMAN & CO
Accountancy firm EIN	2015-12-31	223271252
2010 : ORION HEALTHCORP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,401,192
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$663,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$613,606
Expenses. Certain deemed distributions of participant loans	2010-12-31	$980
Value of total corrective distributions	2010-12-31	$360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,580,278
Value of total assets at end of year	2010-12-31	$9,966,309
Value of total assets at beginning of year	2010-12-31	$8,228,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$48,832
Total interest from all sources	2010-12-31	$116,352
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$48,832
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,115,349
Participant contributions at end of year	2010-12-31	$346,760
Participant contributions at beginning of year	2010-12-31	$294,302
Participant contributions at end of year	2010-12-31	$240
Participant contributions at beginning of year	2010-12-31	$26,401
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$22,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,737,414
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,966,309
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,228,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,918,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,295,218
Interest on participant loans	2010-12-31	$20,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,685,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,586,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,586,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$96,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$704,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$442,826
Employer contributions (assets) at end of year	2010-12-31	$14,600
Employer contributions (assets) at beginning of year	2010-12-31	$26,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$613,606
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GIFFORD HILLEGAS INGWERSEN
Accountancy firm EIN	2010-12-31	920184475
2009 : ORION HEALTHCORP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORION HEALTHCORP, INC. 401(K) PLAN

2017: ORION HEALTHCORP, INC. 401(K) 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: ORION HEALTHCORP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORION HEALTHCORP, INC. 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2010: ORION HEALTHCORP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORION HEALTHCORP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORION HEALTHCORP, INC.
Employer identification number (EIN):	581597246
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-10-19
Company Identification Number:	0013518406
Legal Registered Office Address:	3 TIMES SQ FL 9 NEW YORK United States of America (USA) 10036