401k Plan data: PHE 401(K) PLAN plan

PHE 401(K) PLAN 401k Plan overview

Plan Name	PHE 401(K) PLAN
Plan identification number	004

PHE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

PIONEER HEALTH EMPLOYMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: PIONEER HEALTH EMPLOYMENT, INC.

Employer identification number (EIN): 208504280

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 MILISSA OTOOLE MILISSA OTOOLE 2018-10-15
004 2016-01-01 CARL ZIMMERMAN CARL ZIMMERMAN 2017-10-16
004 2015-01-01 CARL ZIMMERMAN CARL ZIMMERMAN 2016-09-22
004 2014-01-01 BERNIECE PATTERSON BERNIECE PATTERSON 2015-10-13
004 2013-01-01 BERNIECE PATTERSON BERNIECE PATTERSON 2014-10-02
004 2012-01-01 BERNIECE PATTERSON BERNIECE PATTERSON 2013-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01	MILISSA OTOOLE	MILISSA OTOOLE	2018-10-15
004	2016-01-01	CARL ZIMMERMAN	CARL ZIMMERMAN	2017-10-16
004	2015-01-01	CARL ZIMMERMAN	CARL ZIMMERMAN	2016-09-22
004	2014-01-01	BERNIECE PATTERSON	BERNIECE PATTERSON	2015-10-13
004	2013-01-01	BERNIECE PATTERSON	BERNIECE PATTERSON	2014-10-02
004	2012-01-01	BERNIECE PATTERSON	BERNIECE PATTERSON	2013-10-14

Plan Statistics for PHE 401(K) PLAN

401k plan membership statisitcs for PHE 401(K) PLAN

Measure Date Value
2022: PHE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 66
Total of all active and inactive participants 2022-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 214
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PHE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 265
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 324
Number of participants with account balances 2021-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PHE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 300
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 40
Total of all active and inactive participants 2020-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 358
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: PHE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 287
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 343
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: PHE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 258
Number of retired or separated participants receiving benefits 2018-01-01 19
Number of other retired or separated participants entitled to future benefits 2018-01-01 135
Total of all active and inactive participants 2018-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 412
Number of participants with account balances 2018-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: PHE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 253
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 144
Total of all active and inactive participants 2017-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 409
Number of participants with account balances 2017-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: PHE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 239
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 128
Total of all active and inactive participants 2016-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 379
Number of participants with account balances 2016-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 35
2015: PHE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 265
Number of retired or separated participants receiving benefits 2015-01-01 15
Number of other retired or separated participants entitled to future benefits 2015-01-01 94
Total of all active and inactive participants 2015-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 374
Number of participants with account balances 2015-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: PHE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 235
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 306
Number of participants with account balances 2014-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 28
2013: PHE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 166
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 209
Number of participants with account balances 2013-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: PHE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 170
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 180
Number of participants with account balances 2012-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2022: PHE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	66
Total of all active and inactive participants	2022-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	214
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PHE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	265
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	324
Number of participants with account balances	2021-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PHE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	300
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	40
Total of all active and inactive participants	2020-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	358
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: PHE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	287
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	343
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: PHE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	258
Number of retired or separated participants receiving benefits	2018-01-01	19
Number of other retired or separated participants entitled to future benefits	2018-01-01	135
Total of all active and inactive participants	2018-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	412
Number of participants with account balances	2018-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: PHE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	253
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	144
Total of all active and inactive participants	2017-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	409
Number of participants with account balances	2017-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: PHE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	239
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	128
Total of all active and inactive participants	2016-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	379
Number of participants with account balances	2016-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	35
2015: PHE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	265
Number of retired or separated participants receiving benefits	2015-01-01	15
Number of other retired or separated participants entitled to future benefits	2015-01-01	94
Total of all active and inactive participants	2015-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	374
Number of participants with account balances	2015-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: PHE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	235
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	306
Number of participants with account balances	2014-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	28
2013: PHE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	166
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	209
Number of participants with account balances	2013-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: PHE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	170
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	180
Number of participants with account balances	2012-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on PHE 401(K) PLAN

Measure	Date	Value
2022 : PHE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-276,008
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$313,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$285,997
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$1,301,218
Value of total assets at beginning of year	2022-12-31	$1,890,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,940
Total interest from all sources	2022-12-31	$669
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$29,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$29,097
Administrative expenses professional fees incurred	2022-12-31	$19,940
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$5,471
Participant contributions at beginning of year	2022-12-31	$24,412
Participant contributions at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-589,442
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,301,218
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,890,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,295,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,866,248
Interest on participant loans	2022-12-31	$669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-305,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$285,997
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHANSON & YAU ACCOUNTANCY CORP
Accountancy firm EIN	2022-12-31	942702860
2021 : PHE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$427,975
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$330,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$319,445
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$211,397
Value of total assets at end of year	2021-12-31	$1,890,660
Value of total assets at beginning of year	2021-12-31	$1,792,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$2,077
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$23,008
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$211,397
Participant contributions at end of year	2021-12-31	$24,412
Participant contributions at beginning of year	2021-12-31	$58,534
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$97,734
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,890,660
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,792,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,866,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,734,058
Interest on participant loans	2021-12-31	$2,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$214,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$319,445
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	JOHANSON & YAU ACCOUNTANCY CORP
Accountancy firm EIN	2021-12-31	942702860
2020 : PHE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,931
Total income from all sources (including contributions)	2020-12-31	$358,089
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$107,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$87,994
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$166,782
Value of total assets at end of year	2020-12-31	$1,792,926
Value of total assets at beginning of year	2020-12-31	$1,545,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,150
Total interest from all sources	2020-12-31	$2,950
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$18,150
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$166,782
Participant contributions at end of year	2020-12-31	$58,534
Participant contributions at beginning of year	2020-12-31	$53,090
Participant contributions at end of year	2020-12-31	$334
Participant contributions at beginning of year	2020-12-31	$6,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$250,468
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,792,926
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,542,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,734,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,485,498
Interest on participant loans	2020-12-31	$2,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$188,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$87,994
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2020-12-31	942702860
2019 : PHE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$391,904
Total income from all sources (including contributions)	2019-12-31	$391,904
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$137,974
Total of all expenses incurred	2019-12-31	$137,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$137,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$137,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$149,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$149,071
Value of total assets at end of year	2019-12-31	$1,545,389
Value of total assets at end of year	2019-12-31	$1,545,389
Value of total assets at beginning of year	2019-12-31	$1,288,528
Value of total assets at beginning of year	2019-12-31	$1,288,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$3,720
Total interest from all sources	2019-12-31	$3,720
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$149,048
Contributions received from participants	2019-12-31	$149,048
Participant contributions at end of year	2019-12-31	$53,090
Participant contributions at end of year	2019-12-31	$53,090
Participant contributions at beginning of year	2019-12-31	$66,959
Participant contributions at beginning of year	2019-12-31	$66,959
Participant contributions at end of year	2019-12-31	$6,801
Participant contributions at end of year	2019-12-31	$6,801
Participant contributions at beginning of year	2019-12-31	$6,083
Participant contributions at beginning of year	2019-12-31	$6,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	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	2019-12-31	No
Value of net income/loss	2019-12-31	$253,930
Value of net income/loss	2019-12-31	$253,930
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,542,458
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,542,458
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,288,528
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,288,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,485,498
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,485,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,214,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,214,099
Interest on participant loans	2019-12-31	$3,720
Interest on participant loans	2019-12-31	$3,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$239,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$239,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$23
Contributions received in cash from employer	2019-12-31	$23
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$137,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$137,974
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2019-12-31	464558541
Accountancy firm EIN	2019-12-31	464558541
2018 : PHE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$63,817
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$334,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$334,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$180,126
Value of total assets at end of year	2018-12-31	$1,288,528
Value of total assets at beginning of year	2018-12-31	$1,558,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$5,075
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$161,708
Participant contributions at end of year	2018-12-31	$66,959
Participant contributions at beginning of year	2018-12-31	$82,917
Participant contributions at end of year	2018-12-31	$6,083
Participant contributions at beginning of year	2018-12-31	$6,716
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,418
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-270,390
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,288,528
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,558,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,214,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,453,407
Interest on participant loans	2018-12-31	$5,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-121,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$15,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$334,207
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2018-12-31	464558541
2017 : PHE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$413,025
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$89,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$89,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$214,278
Value of total assets at end of year	2017-12-31	$1,558,918
Value of total assets at beginning of year	2017-12-31	$1,235,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$3,310
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$178,608
Participant contributions at end of year	2017-12-31	$82,917
Participant contributions at beginning of year	2017-12-31	$40,413
Participant contributions at end of year	2017-12-31	$6,716
Participant contributions at beginning of year	2017-12-31	$4,471
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$19,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$787
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	$323,234
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,558,918
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,235,684
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,453,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,159,164
Interest on participant loans	2017-12-31	$3,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$195,437
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	No
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	$15,878
Employer contributions (assets) at end of year	2017-12-31	$15,878
Employer contributions (assets) at beginning of year	2017-12-31	$30,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$89,791
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	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2017-12-31	464558541
2016 : PHE 401(K) 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	$256,363
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$68,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$68,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$195,238
Value of total assets at end of year	2016-12-31	$1,235,684
Value of total assets at beginning of year	2016-12-31	$1,047,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$1,602
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$178,196
Participant contributions at end of year	2016-12-31	$40,413
Participant contributions at beginning of year	2016-12-31	$35,440
Participant contributions at end of year	2016-12-31	$4,471
Participant contributions at beginning of year	2016-12-31	$7,155
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,963
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,456
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	$187,915
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,235,684
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,047,769
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	$1,159,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$986,948
Interest on participant loans	2016-12-31	$1,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$59,523
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	No
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	$14,079
Employer contributions (assets) at end of year	2016-12-31	$30,849
Employer contributions (assets) at beginning of year	2016-12-31	$16,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$68,448
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	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2016-12-31	464558541
2015 : PHE 401(K) 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	$168,662
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$115,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$115,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$196,066
Value of total assets at end of year	2015-12-31	$1,047,769
Value of total assets at beginning of year	2015-12-31	$994,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$1,984
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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
Contributions received from participants	2015-12-31	$179,227
Participant contributions at end of year	2015-12-31	$35,440
Participant contributions at beginning of year	2015-12-31	$52,730
Participant contributions at end of year	2015-12-31	$7,155
Participant contributions at beginning of year	2015-12-31	$6,771
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$69
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,174
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	$53,234
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,047,769
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$994,535
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	$986,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$918,049
Interest on participant loans	2015-12-31	$1,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-29,388
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
Contributions received in cash from employer	2015-12-31	$16,770
Employer contributions (assets) at end of year	2015-12-31	$16,770
Employer contributions (assets) at beginning of year	2015-12-31	$15,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$115,428
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	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2015-12-31	464558541
2014 : PHE 401(K) 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	$232,367
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$71,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$71,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$189,069
Value of total assets at end of year	2014-12-31	$994,535
Value of total assets at beginning of year	2014-12-31	$833,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,706
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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
Contributions received from participants	2014-12-31	$164,673
Participant contributions at end of year	2014-12-31	$52,730
Participant contributions at beginning of year	2014-12-31	$36,022
Participant contributions at end of year	2014-12-31	$6,771
Participant contributions at beginning of year	2014-12-31	$103
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,585
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,174
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	$160,930
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$994,535
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$833,605
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	$918,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$765,203
Interest on participant loans	2014-12-31	$1,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$41,592
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	$15,811
Employer contributions (assets) at end of year	2014-12-31	$15,811
Employer contributions (assets) at beginning of year	2014-12-31	$32,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$71,437
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	REGALIA & ASSOCIATES CPAS
Accountancy firm EIN	2014-12-31	068026010
2013 : PHE 401(K) 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	$0
Total income from all sources (including contributions)	2013-12-31	$255,106
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$95,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$95,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$165,856
Value of total assets at end of year	2013-12-31	$833,605
Value of total assets at beginning of year	2013-12-31	$674,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,603
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
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
Contributions received from participants	2013-12-31	$133,579
Participant contributions at end of year	2013-12-31	$36,022
Participant contributions at beginning of year	2013-12-31	$17,347
Participant contributions at end of year	2013-12-31	$103
Participant contributions at beginning of year	2013-12-31	$28
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	$159,522
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$833,605
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$674,083
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	$765,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$645,063
Interest on participant loans	2013-12-31	$1,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$87,647
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	$32,277
Employer contributions (assets) at end of year	2013-12-31	$32,277
Employer contributions (assets) at beginning of year	2013-12-31	$11,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$95,584
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	REGALIA & ASSOCIATES CPAS
Accountancy firm EIN	2013-12-31	068026010
2012 : PHE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$502,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$192,408
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$21,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$21,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$133,879
Value of total assets at end of year	2012-12-31	$674,083
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$239
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$121,808
Participant contributions at end of year	2012-12-31	$17,347
Participant contributions at end of year	2012-12-31	$28
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$426
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	$171,299
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$674,083
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
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	$645,063
Interest on participant loans	2012-12-31	$239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$58,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$11,645
Employer contributions (assets) at end of year	2012-12-31	$11,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$21,109
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	REGALIA & ASSOCIATES CPAS
Accountancy firm EIN	2012-12-31	068026010

Form 5500 Responses for PHE 401(K) PLAN

2022: PHE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHE 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHE 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHE 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHE 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHE 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PHE 401(K) PLAN [EIN = 820821483]

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Company Name:	PIONEER HEALTH EMPLOYMENT, INC.
Employer identification number (EIN):	208504280
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities