CLARION HEALTHCARE CONSULTING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLARION HEALTHCARE CONSULTING 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : CLARION HEALTHCARE CONSULTING 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfer of assets from this plan | 2024-02-22 | $16,673,647 |
| Total income from all sources (including contributions) | 2024-02-22 | $603,094 |
| Total of all expenses incurred | 2024-02-22 | $14,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-02-22 | $5,128 |
| Value of total corrective distributions | 2024-02-22 | $9,280 |
| Value of total assets at end of year | 2024-02-22 | $0 |
| Value of total assets at beginning of year | 2024-02-22 | $16,085,256 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-02-22 | $295 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-02-22 | No |
| Was this plan covered by a fidelity bond | 2024-02-22 | Yes |
| Value of fidelity bond cover | 2024-02-22 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-02-22 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-02-22 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-02-22 | No |
| Value of net income/loss | 2024-02-22 | $588,391 |
| Value of net assets at end of year (total assets less liabilities) | 2024-02-22 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-02-22 | $16,085,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-02-22 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-02-22 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-02-22 | No |
| Value of interest in pooled separate accounts at end of year | 2024-02-22 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2024-02-22 | $15,634,318 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2024-02-22 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2024-02-22 | $13,863 |
| Net investment gain/loss from pooled separate accounts | 2024-02-22 | $603,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-02-22 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-02-22 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-02-22 | No |
| Employer contributions (assets) at end of year | 2024-02-22 | $0 |
| Employer contributions (assets) at beginning of year | 2024-02-22 | $437,075 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-02-22 | $5,128 |
| Contract administrator fees | 2024-02-22 | $295 |
| 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 | 2024-02-22 | No |
| Did the plan have assets held for investment | 2024-02-22 | No |
| 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 | 2024-02-22 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-02-22 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-02-22 | Unqualified |
| Accountancy firm name | 2024-02-22 | COHNREZNICK LLP |
| Accountancy firm EIN | 2024-02-22 | 221478089 |
| Total transfer of assets from this plan | 2024-01-01 | $16,673,647 |
| Total income from all sources (including contributions) | 2024-01-01 | $603,094 |
| Total of all expenses incurred | 2024-01-01 | $14,703 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $5,128 |
| Value of total corrective distributions | 2024-01-01 | $9,280 |
| Value of total assets at end of year | 2024-01-01 | $0 |
| Value of total assets at beginning of year | 2024-01-01 | $16,085,256 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $295 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $588,391 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $16,085,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2024-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2024-01-01 | $15,634,318 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2024-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2024-01-01 | $13,863 |
| Net investment gain/loss from pooled separate accounts | 2024-01-01 | $603,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Employer contributions (assets) at end of year | 2024-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2024-01-01 | $437,075 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $5,128 |
| Contract administrator fees | 2024-01-01 | $295 |
| 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 | 2024-01-01 | No |
| Did the plan have assets held for investment | 2024-01-01 | No |
| 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | COHNREZNICK LLP |
| Accountancy firm EIN | 2024-01-01 | 221478089 |
| 2023 : CLARION HEALTHCARE CONSULTING 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $4,178,188 |
| Total of all expenses incurred | 2023-12-31 | $533,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $477,255 |
| Value of total corrective distributions | 2023-12-31 | $3,849 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,691,245 |
| Value of total assets at end of year | 2023-12-31 | $16,085,256 |
| Value of total assets at beginning of year | 2023-12-31 | $12,441,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $52,840 |
| Total interest from all sources | 2023-12-31 | $1,627 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,228,167 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $26,003 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,644,244 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,085,256 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,441,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $15,634,318 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $12,101,423 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $1,627 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $13,863 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $27,340 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,485,316 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $437,075 |
| Employer contributions (assets) at end of year | 2023-12-31 | $437,075 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $312,249 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $477,255 |
| Contract administrator fees | 2023-12-31 | $52,840 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2023-12-31 | 221478089 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,178,188 |
| Total of all expenses incurred | 2023-01-01 | $533,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $477,255 |
| Value of total corrective distributions | 2023-01-01 | $3,849 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,691,245 |
| Value of total assets at end of year | 2023-01-01 | $16,085,256 |
| Value of total assets at beginning of year | 2023-01-01 | $12,441,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $52,840 |
| Total interest from all sources | 2023-01-01 | $1,627 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,228,167 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $26,003 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,644,244 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $16,085,256 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $12,441,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $15,634,318 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $12,101,423 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $1,627 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $13,863 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $27,340 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,485,316 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $437,075 |
| Employer contributions (assets) at end of year | 2023-01-01 | $437,075 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $312,249 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $477,255 |
| Contract administrator fees | 2023-01-01 | $52,840 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | COHNREZNICK LLP |
| Accountancy firm EIN | 2023-01-01 | 221478089 |
| 2022 : CLARION HEALTHCARE CONSULTING 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 443129 |
| Net assets as of the end of the plan year | 2022-07-26 | 14037900 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 11344441 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 824278 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 47048 |
| Other income to plan in this plan year | 2022-07-26 | 2045533 |
| Plan net income in this plan year | 2022-07-26 | 2693459 |
| Net assets as of the end of the plan year | 2022-07-26 | 14037900 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 11344441 |
| Employer contributions to plan in this plan year | 2022-07-26 | 266777 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 8798 |
