401k Plan data: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN plan

JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 401k Plan overview

Plan Name	JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN
Plan identification number	001

JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: JOERNS HEALTHCARE, LLC

Employer identification number (EIN): 205251510

NAIC Classification: 339110

Additional information about JOERNS HEALTHCARE, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4223115

More information about JOERNS HEALTHCARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ANGEL PERRY
001 2016-01-01 JOHN BARRETT
001 2015-01-01 SUZANNE DENNIS
001 2014-01-01 SUZANNE DENNIS
001 2013-01-01 RODNEY VINEGAR
001 2012-01-01 EDEN ISBELL
001 2011-01-01 KAREN KAPLAN KAREN KAPLAN 2012-10-16
001 2009-01-01 DEBBIE DIEKELMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ANGEL PERRY
001	2016-01-01	JOHN BARRETT
001	2015-01-01	SUZANNE DENNIS
001	2014-01-01	SUZANNE DENNIS
001	2013-01-01	RODNEY VINEGAR
001	2012-01-01	EDEN ISBELL
001	2011-01-01	KAREN KAPLAN	KAREN KAPLAN	2012-10-16
001	2009-01-01	DEBBIE DIEKELMAN

Plan Statistics for JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN

401k plan membership statisitcs for JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN

Measure Date Value
2017: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 524
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,243
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 177
Total of all active and inactive participants 2017-01-01 1,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,421
Number of participants with account balances 2017-01-01 620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 228
2016: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 353
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 72
Total of all active and inactive participants 2016-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 425
Number of participants with account balances 2016-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 53
2015: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 306
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 76
Total of all active and inactive participants 2015-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 382
Number of participants with account balances 2015-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 42
2014: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 462
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 287
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 71
Total of all active and inactive participants 2014-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 358
Number of participants with account balances 2014-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 68
2013: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 367
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 87
Total of all active and inactive participants 2013-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 454
Number of participants with account balances 2013-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 64
2012: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 403
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 34
Total of all active and inactive participants 2012-01-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 437
Number of participants with account balances 2012-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 78
2011: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 390
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 38
Total of all active and inactive participants 2011-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 428
Number of participants with account balances 2011-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 94
2009: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 392
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 19
Total of all active and inactive participants 2009-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 411
Number of participants with account balances 2009-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 64

Measure	Date	Value
2017: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	524
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,243
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	177
Total of all active and inactive participants	2017-01-01	1,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,421
Number of participants with account balances	2017-01-01	620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	228
2016: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	353
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	72
Total of all active and inactive participants	2016-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	425
Number of participants with account balances	2016-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	53
2015: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	306
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	76
Total of all active and inactive participants	2015-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	382
Number of participants with account balances	2015-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	42
2014: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	462
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	287
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	71
Total of all active and inactive participants	2014-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	358
Number of participants with account balances	2014-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	68
2013: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	367
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	87
Total of all active and inactive participants	2013-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	454
Number of participants with account balances	2013-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	64
2012: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	403
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	34
Total of all active and inactive participants	2012-01-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	437
Number of participants with account balances	2012-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	78
2011: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	390
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	38
Total of all active and inactive participants	2011-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	428
Number of participants with account balances	2011-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	94
2009: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	392
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	19
Total of all active and inactive participants	2009-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	411
Number of participants with account balances	2009-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	64

Financial Data on JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN

Measure	Date	Value
2017 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$6,610,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,454,088
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,754,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,445,322
Expenses. Certain deemed distributions of participant loans	2017-12-31	$166,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,174,869
Value of total assets at end of year	2017-12-31	$21,170,691
Value of total assets at beginning of year	2017-12-31	$11,860,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$142,951
Total interest from all sources	2017-12-31	$20,008
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$206,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$206,526
Administrative expenses professional fees incurred	2017-12-31	$39,135
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,285,058
Participant contributions at end of year	2017-12-31	$491,236
Participant contributions at beginning of year	2017-12-31	$312,619
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$511,883
Other income not declared elsewhere	2017-12-31	$39,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,699,480
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,170,691
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,860,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$31,021
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,311,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,504,733
Interest on participant loans	2017-12-31	$20,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,367,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,043,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,013,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$377,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,445,322
Contract administrator fees	2017-12-31	$72,795
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN	2017-12-31	454771754
2016 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,679,387
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,500,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,491,359
Value of total corrective distributions	2016-12-31	$7,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,745,367
Value of total assets at end of year	2016-12-31	$11,860,736
Value of total assets at beginning of year	2016-12-31	$10,681,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,550
Total interest from all sources	2016-12-31	$58,035
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$136,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$136,350
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$886,717
Participant contributions at end of year	2016-12-31	$312,619
Participant contributions at beginning of year	2016-12-31	$324,166
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$455,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,179,164
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,860,736
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,681,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,504,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,882,534
Interest on participant loans	2016-12-31	$16,643
Interest earned on other investments	2016-12-31	$41,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,043,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,474,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$739,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$403,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,491,359
Contract administrator fees	2016-12-31	$1,550
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN	2016-12-31	454771754
2015 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,237,055
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,471,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,443,484
Value of total corrective distributions	2015-12-31	$13,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,297,609
Value of total assets at end of year	2015-12-31	$10,681,572
Value of total assets at beginning of year	2015-12-31	$10,916,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,001
Total interest from all sources	2015-12-31	$13,906
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$107,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$107,385
Administrative expenses professional fees incurred	2015-12-31	$10,109
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$806,941
Participant contributions at end of year	2015-12-31	$324,166
Participant contributions at beginning of year	2015-12-31	$244,025
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$115,528
Other income not declared elsewhere	2015-12-31	$39,646
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	$-234,611
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,681,572
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,916,183
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 in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,882,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,782,782
Interest on participant loans	2015-12-31	$13,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,474,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,889,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-221,491
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$375,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,443,484
Contract administrator fees	2015-12-31	$4,892
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN	2015-12-31	454771754
2014 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,084,336
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,758,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,628,775
Value of total corrective distributions	2014-12-31	$122,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,348,913
Value of total assets at end of year	2014-12-31	$10,916,183
Value of total assets at beginning of year	2014-12-31	$10,590,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,100
Total interest from all sources	2014-12-31	$13,678
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$112,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$112,809
Administrative expenses professional fees incurred	2014-12-31	$4,750
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$857,179
Participant contributions at end of year	2014-12-31	$244,025
Participant contributions at beginning of year	2014-12-31	$278,696
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$211,006
Other income not declared elsewhere	2014-12-31	$36,977
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	$325,797
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,916,183
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,590,386
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,782,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,317,756
Interest on participant loans	2014-12-31	$13,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,889,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,993,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$571,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$280,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,628,775
Contract administrator fees	2014-12-31	$2,350
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ELLIOTT GROUP CPAS, PLLC
Accountancy firm EIN	2014-12-31	454771754
2013 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$87,327
Total income from all sources (including contributions)	2013-12-31	$3,108,217
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,801,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,758,952
Value of total corrective distributions	2013-12-31	$13,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,481,697
Value of total assets at end of year	2013-12-31	$10,590,386
Value of total assets at beginning of year	2013-12-31	$10,370,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,084
Total interest from all sources	2013-12-31	$20,228
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$102,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$102,201
Administrative expenses professional fees incurred	2013-12-31	$24,184
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$942,278
Participant contributions at end of year	2013-12-31	$278,696
Participant contributions at beginning of year	2013-12-31	$410,751
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$245,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$87,327
Other income not declared elsewhere	2013-12-31	$17,279
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	$307,199
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,590,386
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,283,187
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,317,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,286,331
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,673,432
Interest on participant loans	2013-12-31	$20,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,993,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,465,809
Net investment gain/loss from pooled separate accounts	2013-12-31	$21,003
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	Yes
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	$293,921
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,758,952
Contract administrator fees	2013-12-31	$3,900
Did the plan have assets held for investment	2013-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ELLIOT GROUP CPAS, PLLC
Accountancy firm EIN	2013-12-31	454771754
2012 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$87,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$115,131
Total income from all sources (including contributions)	2012-12-31	$2,271,862
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,345,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,233,821
Value of total corrective distributions	2012-12-31	$105,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,335,298
Value of total assets at end of year	2012-12-31	$10,370,514
Value of total assets at beginning of year	2012-12-31	$9,471,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,374
Total interest from all sources	2012-12-31	$24,953
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$130,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$130,458
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$827,121
Participant contributions at end of year	2012-12-31	$410,751
Participant contributions at beginning of year	2012-12-31	$453,182
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$1,881
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$186,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$87,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$115,131
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	$926,812
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,283,187
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,356,375
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	$7,286,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,482,638
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,673,432
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,532,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$24,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$731,880
Net investment gain/loss from pooled separate accounts	2012-12-31	$49,273
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$321,877
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,233,821
Contract administrator fees	2012-12-31	$5,374
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	WHITFIELD ELLIOTT, PLLC
Accountancy firm EIN	2012-12-31	454771754
2011 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$115,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$85,157
Total income from all sources (including contributions)	2011-12-31	$1,165,073
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$846,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$727,141
Value of total corrective distributions	2011-12-31	$115,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,170,474
Value of total assets at end of year	2011-12-31	$9,471,506
Value of total assets at beginning of year	2011-12-31	$9,123,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,375
Total interest from all sources	2011-12-31	$24,836
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$103,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$103,477
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$761,039
Participant contributions at end of year	2011-12-31	$453,182
Participant contributions at beginning of year	2011-12-31	$422,874
Participant contributions at end of year	2011-12-31	$1,881
Participant contributions at beginning of year	2011-12-31	$1,651
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$33,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$115,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$85,157
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	$318,426
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,356,375
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,037,949
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	$6,482,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,244,733
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,532,895
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,453,848
Interest on participant loans	2011-12-31	$24,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-184,367
Net investment gain/loss from pooled separate accounts	2011-12-31	$50,653
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$375,975
Employer contributions (assets) at end of year	2011-12-31	$910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$727,141
Contract administrator fees	2011-12-31	$4,375
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	WIPFLI LLP
Accountancy firm EIN	2011-12-31	390758449
2010 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$85,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$69,404
Total income from all sources (including contributions)	2010-12-31	$1,816,757
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$880,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$790,666
Value of total corrective distributions	2010-12-31	$85,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,069,184
Value of total assets at end of year	2010-12-31	$9,123,106
Value of total assets at beginning of year	2010-12-31	$8,171,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,850
Total interest from all sources	2010-12-31	$21,663
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$98,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$98,088
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$745,501
Participant contributions at end of year	2010-12-31	$422,874
Participant contributions at beginning of year	2010-12-31	$316,314
Participant contributions at end of year	2010-12-31	$1,651
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$85,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$69,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$936,084
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,037,949
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,101,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,244,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,299,969
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,453,848
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,554,986
Interest on participant loans	2010-12-31	$21,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$573,220
Net investment gain/loss from pooled separate accounts	2010-12-31	$54,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$322,351
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$790,666
Contract administrator fees	2010-12-31	$4,850
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449
2009 : JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN

2017: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS 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: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS 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
2009: JOERNS HEALTHCARE LLC PROFIT SHARING/ SAVINGS PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28184

Policy instance

Insurance contract or identification number	GA28184
Number of Individuals Covered	620
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOERNS HEALTHCARE, LLC
Employer identification number (EIN):	205251510
NAIC Classification:	339110

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4223115