?>
Logo

ASPIRE HEALTH 401(K) PLAN 401k Plan overview

Plan NameASPIRE HEALTH 401(K) PLAN
Plan identification number 001

ASPIRE HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

ASPIRE HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASPIRE HEALTH, INC.
Employer identification number (EIN):901057454
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBIN MEINHARDT ROBIN MEINHARDT2018-07-30
0012016-01-01ROBIN MEINHARDT
0012016-01-01

Plan Statistics for ASPIRE HEALTH 401(K) PLAN

401k plan membership statisitcs for ASPIRE HEALTH 401(K) PLAN

Measure Date Value
2020: ASPIRE HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01605
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASPIRE HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01809
Total number of active participants reported on line 7a of the Form 55002019-01-01481
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01605
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASPIRE HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01673
Total number of active participants reported on line 7a of the Form 55002018-01-01694
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01795
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASPIRE HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01509
Total number of active participants reported on line 7a of the Form 55002017-01-01622
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01673
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASPIRE HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01477
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01509
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ASPIRE HEALTH 401(K) PLAN

Measure Date Value
2020 : ASPIRE HEALTH 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets from this plan2020-03-31$3,319,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-750,579
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$312,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$297,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$0
Value of total assets at end of year2020-03-31$0
Value of total assets at beginning of year2020-03-31$4,382,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$15,385
Total interest from all sources2020-03-31$172
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$4,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$4,760
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$10,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$37,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-1,063,068
Value of net assets at end of year (total assets less liabilities)2020-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$4,382,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$4,283,226
Interest on participant loans2020-03-31$172
Income. Interest from loans (other than to participants)2020-03-31$0
Value of interest in common/collective trusts at end of year2020-03-31$0
Value of interest in common/collective trusts at beginning of year2020-03-31$61,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-755,860
Net investment gain or loss from common/collective trusts2020-03-31$349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$297,104
Contract administrator fees2020-03-31$15,385
Did the plan have assets held for investment2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31LBMC, PC
Accountancy firm EIN2020-03-31621199757
2019 : ASPIRE HEALTH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$969,212
Total income from all sources (including contributions)2019-12-31$969,212
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,124,256
Total of all expenses incurred2019-12-31$1,124,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$978,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$978,282
Expenses. Certain deemed distributions of participant loans2019-12-31$1,994
Expenses. Certain deemed distributions of participant loans2019-12-31$1,994
Value of total corrective distributions2019-12-31$115,242
Value of total corrective distributions2019-12-31$115,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,754
Value of total assets at end of year2019-12-31$4,382,107
Value of total assets at end of year2019-12-31$4,382,107
Value of total assets at beginning of year2019-12-31$4,537,151
Value of total assets at beginning of year2019-12-31$4,537,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,738
Total interest from all sources2019-12-31$1,767
Total interest from all sources2019-12-31$1,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,341
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$89,341
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$89,341
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$37,319
Participant contributions at end of year2019-12-31$37,319
Participant contributions at beginning of year2019-12-31$54,202
Participant contributions at beginning of year2019-12-31$54,202
Participant contributions at beginning of year2019-12-31$13,609
Participant contributions at beginning of year2019-12-31$13,609
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,754
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-155,044
Value of net income/loss2019-12-31$-155,044
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,382,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,382,107
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,537,151
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,537,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,283,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,283,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,243,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,243,808
Interest on participant loans2019-12-31$1,767
Interest on participant loans2019-12-31$1,767
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$61,562
Value of interest in common/collective trusts at end of year2019-12-31$61,562
Value of interest in common/collective trusts at beginning of year2019-12-31$225,532
Value of interest in common/collective trusts at beginning of year2019-12-31$225,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$872,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$872,067
Net investment gain or loss from common/collective trusts2019-12-31$4,283
Net investment gain or loss from common/collective trusts2019-12-31$4,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$978,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$978,282
Contract administrator fees2019-12-31$28,738
Contract administrator fees2019-12-31$28,738
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : ASPIRE HEALTH 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,715,422
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$389,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$360,752
Value of total corrective distributions2018-12-31$3,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,029,977
Value of total assets at end of year2018-12-31$4,537,151
Value of total assets at beginning of year2018-12-31$3,211,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,774
Total interest from all sources2018-12-31$2,054
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$90,029
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,797,875
Participant contributions at end of year2018-12-31$54,202
Participant contributions at beginning of year2018-12-31$25,830
Participant contributions at end of year2018-12-31$13,609
Participant contributions at beginning of year2018-12-31$25,675
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$232,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,325,605
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,537,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,211,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,243,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,065,325
Interest on participant loans2018-12-31$2,054
Value of interest in common/collective trusts at end of year2018-12-31$225,532
Value of interest in common/collective trusts at beginning of year2018-12-31$78,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-409,984
Net investment gain or loss from common/collective trusts2018-12-31$3,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$360,752
Contract administrator fees2018-12-31$25,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : ASPIRE HEALTH 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,138,899
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$133,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,921
Value of total corrective distributions2017-12-31$2,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,776,681
Value of total assets at end of year2017-12-31$3,211,546
Value of total assets at beginning of year2017-12-31$1,206,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,005
Total interest from all sources2017-12-31$887
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$50,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$50,901
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,267,976
Participant contributions at end of year2017-12-31$25,830
Participant contributions at beginning of year2017-12-31$4,353
Participant contributions at end of year2017-12-31$25,675
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$505,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,005,043
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,211,546
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,206,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,065,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,191,664
Interest on participant loans2017-12-31$887
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$78,664
Value of interest in common/collective trusts at beginning of year2017-12-31$10,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$309,593
Net investment gain or loss from common/collective trusts2017-12-31$837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000
Employer contributions (assets) at end of year2017-12-31$3,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,921
Contract administrator fees2017-12-31$23,005
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : ASPIRE HEALTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$302,207
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$958,455
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$54,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$868,169
Value of total assets at end of year2016-12-31$1,206,503
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,703
Total interest from all sources2016-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,076
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$796,512
Participant contributions at end of year2016-12-31$4,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$71,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$904,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,206,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,191,664
Interest on participant loans2016-12-31$207
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$10,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$70,913
Net investment gain or loss from common/collective trusts2016-12-31$90
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,456
Contract administrator fees2016-12-31$4,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC
Accountancy firm EIN2016-12-31621199757

Form 5500 Responses for ASPIRE HEALTH 401(K) PLAN

2020: ASPIRE HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASPIRE HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASPIRE HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASPIRE HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASPIRE HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3