401k Plan data: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

ACUITY HEALTHCARE, LP has sponsored the creation of one or more 401k plans.

Company Name: ACUITY HEALTHCARE, LP

Employer identification number (EIN): 203807705

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 ALEX KAU ALEX KAU 2016-10-17
002 2014-01-01 ALEX KAU ALEX KAU 2015-10-15
002 2013-01-01 DON WALKER DON WALKER 2014-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	ALEX KAU	ALEX KAU	2016-10-17
002	2014-01-01	ALEX KAU	ALEX KAU	2015-10-15
002	2013-01-01	DON WALKER	DON WALKER	2014-10-13

Plan Statistics for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2015: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 903
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 883
Number of other retired or separated participants entitled to future benefits 2015-01-01 71
Total of all active and inactive participants 2015-01-01 954
Total participants 2015-01-01 954
Number of participants with account balances 2015-01-01 954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 112
2014: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 765
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 789
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 824
Total participants 2014-01-01 824
Number of participants with account balances 2014-01-01 824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 92
2013: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 713
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 714
Total participants 2013-01-01 714
Number of participants with account balances 2013-01-01 714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 56

Measure	Date	Value
2015: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	903
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	883
Number of other retired or separated participants entitled to future benefits	2015-01-01	71
Total of all active and inactive participants	2015-01-01	954
Total participants	2015-01-01	954
Number of participants with account balances	2015-01-01	954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	112
2014: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	765
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	789
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	824
Total participants	2014-01-01	824
Number of participants with account balances	2014-01-01	824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	92
2013: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	713
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	714
Total participants	2013-01-01	714
Number of participants with account balances	2013-01-01	714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	56

Financial Data on ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2015 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-6,144,165
Total unrealized appreciation/depreciation of assets	2015-12-31	$-6,144,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$50,376,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$52,410,614
Expenses. Interest paid	2015-12-31	$1,628,319
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$1,628,319
Total income from all sources (including contributions)	2015-12-31	$-2,464,192
Total of all expenses incurred	2015-12-31	$1,645,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$17,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,679,972
Value of total assets at end of year	2015-12-31	$52,444,950
Value of total assets at beginning of year	2015-12-31	$58,588,464
Total interest from all sources	2015-12-31	$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Total non interest bearing cash at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,109,699
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,068,151
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,177,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$52,444,299
Assets. Invements in employer securities at beginning of year	2015-12-31	$58,588,464
Contributions received in cash from employer	2015-12-31	$3,679,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$17,188
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$650
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$50,376,149
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$52,410,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2015-12-31	620713250
2014 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-7,911,536
Total unrealized appreciation/depreciation of assets	2014-12-31	$-7,911,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$52,410,614
Expenses. Interest paid	2014-12-31	$1,217,191
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$1,217,191
Total income from all sources (including contributions)	2014-12-31	$-1,904,328
Total of all expenses incurred	2014-12-31	$1,217,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,007,208
Value of total assets at end of year	2014-12-31	$58,588,464
Value of total assets at beginning of year	2014-12-31	$9,300,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	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	2014-12-31	No
Value of net income/loss	2014-12-31	$-3,122,150
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,177,850
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,300,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$58,588,464
Contributions received in cash from employer	2014-12-31	$6,007,208
Employer contributions (assets) at beginning of year	2014-12-31	$9,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$631
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$52,410,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2014-12-31	620713250
2013 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$9,300,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,300,000
Value of total assets at end of year	2013-12-31	$9,300,000
Value of total assets at beginning of year	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	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	2013-12-31	No
Value of net income/loss	2013-12-31	$9,300,000
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,300,000
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$9,300,000
Employer contributions (assets) at end of year	2013-12-31	$9,300,000
Employer contributions (assets) at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2013-12-31	620713250

Form 5500 Responses for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2015: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND 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: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	ACUITY HEALTHCARE, LP
Employer identification number (EIN):	203807705
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services