401k Plan data: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST plan

AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN MEDICAL HOSPITAL SUPPLY has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN MEDICAL HOSPITAL SUPPLY

Employer identification number (EIN): 954333125

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DAVE JOLLY 2023-07-13
002 2021-01-01 DEVAIN JOLLY 2022-07-28
002 2020-01-01 DAVE JOLLY 2021-07-15
002 2019-01-01 DEVAIN JOLLY 2020-07-23
002 2018-01-01 KAREN HEBEBRAND 2019-03-29
002 2017-01-01 KAREN HEBEBRAND 2018-06-20
002 2016-01-01 DAVE JOLLY 2018-06-12
002 2016-01-01 DAVE JOLLY 2018-06-14
002 2015-01-01 DAVE JOLLY 2016-11-17
002 2015-01-01 DAVE JOLLY 2016-12-07
002 2015-01-01 DAVE JOLLY 2016-10-18
002 2014-01-01 DEVAIN JOLLY
002 2013-01-01 DEVAIN JOLLY
002 2012-01-01 STEPHEN BOODRAM
002 2010-01-01 REBECCA BRUNZELL
002 2009-01-01 REBECCA BRUNZELL
002 2009-01-01 REBECCA BRUNZELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	DAVE JOLLY	2023-07-13
002	2021-01-01	DEVAIN JOLLY	2022-07-28
002	2020-01-01	DAVE JOLLY	2021-07-15
002	2019-01-01	DEVAIN JOLLY	2020-07-23
002	2018-01-01	KAREN HEBEBRAND	2019-03-29
002	2017-01-01	KAREN HEBEBRAND	2018-06-20
002	2016-01-01	DAVE JOLLY	2018-06-12
002	2016-01-01	DAVE JOLLY	2018-06-14
002	2015-01-01	DAVE JOLLY	2016-11-17
002	2015-01-01	DAVE JOLLY	2016-12-07
002	2015-01-01	DAVE JOLLY	2016-10-18
002	2014-01-01	DEVAIN JOLLY
002	2013-01-01	DEVAIN JOLLY
002	2012-01-01	STEPHEN BOODRAM
002	2010-01-01	REBECCA BRUNZELL
002	2009-01-01	REBECCA BRUNZELL
002	2009-01-01	REBECCA BRUNZELL

Plan Statistics for AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2014: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 32
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 3
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
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 3
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	32
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	3
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
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	3
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2014 : AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 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	$368,843
Expenses. Total of all expenses incurred	2014-12-31	$16,211
Benefits paid (including direct rollovers)	2014-12-31	$14,898
Total plan assets at end of year	2014-12-31	$2,309,125
Total plan assets at beginning of year	2014-12-31	$1,956,493
Total contributions received or receivable from participants	2014-12-31	$109,770
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$199,585
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$352,632
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,309,125
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,956,493
Assets. Value of participant loans	2014-12-31	$99,058
Total contributions received or receivable from employer(s)	2014-12-31	$59,488
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	$1,313
2013 : AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$605,923
Expenses. Total of all expenses incurred	2013-12-31	$18,618
Benefits paid (including direct rollovers)	2013-12-31	$17,595
Total plan assets at end of year	2013-12-31	$1,956,493
Total plan assets at beginning of year	2013-12-31	$1,369,188
Total contributions received or receivable from participants	2013-12-31	$105,862
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$442,928
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$587,305
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,956,493
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,369,188
Assets. Value of participant loans	2013-12-31	$52,545
Total contributions received or receivable from employer(s)	2013-12-31	$57,133
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,023
2012 : AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$323,576
Expenses. Total of all expenses incurred	2012-12-31	$21,556
Benefits paid (including direct rollovers)	2012-12-31	$20,951
Total plan assets at end of year	2012-12-31	$1,369,188
Total plan assets at beginning of year	2012-12-31	$1,067,168
Total contributions received or receivable from participants	2012-12-31	$92,438
Other income received	2012-12-31	$183,528
Net income (gross income less expenses)	2012-12-31	$302,020
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,369,188
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,067,168
Assets. Value of participant loans	2012-12-31	$45,680
Total contributions received or receivable from employer(s)	2012-12-31	$47,610
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$254,206
Expenses. Total of all expenses incurred	2010-12-31	$585
Total plan assets at end of year	2010-12-31	$966,035
Total plan assets at beginning of year	2010-12-31	$712,414
Total contributions received or receivable from participants	2010-12-31	$77,546
Other income received	2010-12-31	$134,823
Net income (gross income less expenses)	2010-12-31	$253,621
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$966,035
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$712,414
Assets. Value of participant loans	2010-12-31	$85,186
Total contributions received or receivable from employer(s)	2010-12-31	$41,837
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$585

Form 5500 Responses for AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST

2014: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN MEDICAL HOSPITAL SU 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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:	AMERICAN MEDICAL HOSPITAL SUPPLY
Employer identification number (EIN):	954333125
NAIC Classification:	812990
NAIC Description:	All Other Personal Services