401k Plan data: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN plan

ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 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

ADVANTA HEALTHCARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANTA HEALTHCARE PARTNERS, LLC

Employer identification number (EIN): 201093651

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about ADVANTA HEALTHCARE PARTNERS, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200436510179

More information about ADVANTA HEALTHCARE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 WILLIAM SHEATS 2018-04-24 WILLIAM SHEATS 2018-04-24
001 2017-01-01 WILLIAM SHEATS 2018-03-28 WILLIAM SHEATS 2018-03-28
001 2016-01-01 WILLIAM SHEATS 2017-08-01 WILLIAM SHEATS 2017-08-01
001 2015-01-01 WILLIAM SHEATS 2016-05-18 WILLIAM SHEATS 2016-05-18
001 2014-01-01 WILLIAM SHEATS 2015-09-28 WILLIAM SHEATS 2015-09-28
001 2013-01-01 WILLIAM SHEATS 2014-09-02 WILLIAM SHEATS 2014-09-02
001 2012-01-01 WILLIAM SHEATS WILLIAM SHEATS 2013-07-05
001 2011-01-01 WILLIAM SHEATS WILLIAM SHEATS 2012-07-09
001 2010-01-01 WILLIAM SHEATS 2011-05-12 WILLIAM SHEATS 2011-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	WILLIAM SHEATS	2018-04-24	WILLIAM SHEATS	2018-04-24
001	2017-01-01	WILLIAM SHEATS	2018-03-28	WILLIAM SHEATS	2018-03-28
001	2016-01-01	WILLIAM SHEATS	2017-08-01	WILLIAM SHEATS	2017-08-01
001	2015-01-01	WILLIAM SHEATS	2016-05-18	WILLIAM SHEATS	2016-05-18
001	2014-01-01	WILLIAM SHEATS	2015-09-28	WILLIAM SHEATS	2015-09-28
001	2013-01-01	WILLIAM SHEATS	2014-09-02	WILLIAM SHEATS	2014-09-02
001	2012-01-01	WILLIAM SHEATS		WILLIAM SHEATS	2013-07-05
001	2011-01-01	WILLIAM SHEATS		WILLIAM SHEATS	2012-07-09
001	2010-01-01	WILLIAM SHEATS	2011-05-12	WILLIAM SHEATS	2011-05-12

Plan Statistics for ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 2
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	2
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$214,138
Expenses. Total of all expenses incurred	2012-12-31	$9,731
Benefits paid (including direct rollovers)	2012-12-31	$8,866
Total plan assets at end of year	2012-12-31	$699,152
Total plan assets at beginning of year	2012-12-31	$494,745
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$105,207
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$64,859
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$204,407
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$699,152
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$494,745
Total contributions received or receivable from employer(s)	2012-12-31	$44,072
Value of certain deemed distributions of participant loans	2012-12-31	$865
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$166,944
Total plan assets at end of year	2011-12-31	$494,745
Total plan assets at beginning of year	2011-12-31	$327,801
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$95,703
Contributions received from other sources (not participants or employers)	2011-12-31	$11,679
Other income received	2011-12-31	$-13,979
Net income (gross income less expenses)	2011-12-31	$166,944
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$494,745
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$327,801
Total contributions received or receivable from employer(s)	2011-12-31	$73,541

Form 5500 Responses for ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

2012: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 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 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 - Trust	Yes
2011: ADVANTA HEALTHCARE PARTNERS, LLC 401(K) PROFIT SHARING 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 - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

944097-001

Policy instance

Insurance contract or identification number	944097-001
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

944097-001

Policy instance

Insurance contract or identification number	944097-001
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,562
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	ADVANTA HEALTHCARE PARTNERS, LLC
Employer identification number (EIN):	201093651
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200436510179