401k Plan data: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN plan

FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN
Plan identification number	001

FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOUNTAINHEAD HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FOUNTAINHEAD HOLDINGS, INC.

Employer identification number (EIN): 020588764

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ELIZABETH HUBERS 2023-03-24 ELIZABETH HUBERS 2023-03-24
001 2021-01-01 ELIZABETH HUBERS 2022-04-13 ELIZABETH HUBERS 2022-04-13
001 2020-01-01 ELIZABETH HUBERS 2021-02-08 ELIZABETH HUBERS 2021-02-08
001 2019-01-01 ELIZABETH HUBERS 2020-04-10 ELIZABETH HUBERS 2020-04-10
001 2018-01-01 ELIZABETH HUBERS 2019-04-11 ELIZABETH HUBERS 2019-04-11
001 2017-01-01 ELIZABETH HUBERS 2018-09-11 ELIZABETH HUBERS 2018-09-11
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TONY MASTANDREA TONY MASTANDREA 2013-11-13
001 2011-01-01 SUZANNE THOMPSON SUZANNE THOMPSON 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ELIZABETH HUBERS	2023-03-24	ELIZABETH HUBERS	2023-03-24
001	2021-01-01	ELIZABETH HUBERS	2022-04-13	ELIZABETH HUBERS	2022-04-13
001	2020-01-01	ELIZABETH HUBERS	2021-02-08	ELIZABETH HUBERS	2021-02-08
001	2019-01-01	ELIZABETH HUBERS	2020-04-10	ELIZABETH HUBERS	2020-04-10
001	2018-01-01	ELIZABETH HUBERS	2019-04-11	ELIZABETH HUBERS	2019-04-11
001	2017-01-01	ELIZABETH HUBERS	2018-09-11	ELIZABETH HUBERS	2018-09-11
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	TONY MASTANDREA		TONY MASTANDREA	2013-11-13
001	2011-01-01	SUZANNE THOMPSON		SUZANNE THOMPSON	2012-10-12

Plan Statistics for FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN

Measure Date Value
2012: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
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 17
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 68
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 126
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 131
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2012: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
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	17
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	68
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	126
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	131
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN

Measure	Date	Value
2012 : FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$44
Total income from all sources (including contributions)	2012-12-31	$447,862
Total of all expenses incurred	2012-12-31	$1,440,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,430,274
Value of total corrective distributions	2012-12-31	$3,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$172,486
Value of total assets at end of year	2012-12-31	$1,491,432
Value of total assets at beginning of year	2012-12-31	$2,483,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,918
Total interest from all sources	2012-12-31	$2,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$153,960
Participant contributions at end of year	2012-12-31	$49,985
Participant contributions at beginning of year	2012-12-31	$68,421
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$18,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$44
Administrative expenses (other) incurred	2012-12-31	$865
Total non interest bearing cash at end of year	2012-12-31	$1,811
Total non interest bearing cash at beginning of year	2012-12-31	$5,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-992,516
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,491,432
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,483,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,439,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,410,165
Interest on participant loans	2012-12-31	$2,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$272,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,430,274
Contract administrator fees	2012-12-31	$6,053
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CONN & COMPANY, LLC
Accountancy firm EIN	2012-12-31	208229397
2011 : FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$44
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$23
Total income from all sources (including contributions)	2011-12-31	$140,424
Total of all expenses incurred	2011-12-31	$186,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$178,417
Expenses. Certain deemed distributions of participant loans	2011-12-31	$5,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$207,752
Value of total assets at end of year	2011-12-31	$2,483,992
Value of total assets at beginning of year	2011-12-31	$2,530,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,163
Total interest from all sources	2011-12-31	$2,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$207,752
Participant contributions at end of year	2011-12-31	$68,421
Participant contributions at beginning of year	2011-12-31	$74,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$23
Administrative expenses (other) incurred	2011-12-31	$988
Total non interest bearing cash at end of year	2011-12-31	$5,406
Total non interest bearing cash at beginning of year	2011-12-31	$4,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-46,438
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,483,948
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,530,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,410,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,451,816
Interest on participant loans	2011-12-31	$2,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-70,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$178,417
Contract administrator fees	2011-12-31	$2,175
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CONN & COMPANY, LLC
Accountancy firm EIN	2011-12-31	208229397

Form 5500 Responses for FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN

2012: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FOUNTAINHEAD DEVELOPMENT CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

90456

Policy instance

Insurance contract or identification number	90456
Number of Individuals Covered	41
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,635
Total amount of fees paid to insurance company	USD $6,998
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,569
Insurance broker organization code?	3
Amount paid for insurance broker fees	6998
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION, AND OTHER ALLOWANCES
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

90456

Policy instance

Insurance contract or identification number	90456
Number of Individuals Covered	67
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,224
Total amount of fees paid to insurance company	USD $1,307
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FOUNTAINHEAD HOLDINGS, INC.
Employer identification number (EIN):	020588764
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate