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CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameCERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN
Plan identification number 001

CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CERTIFIED HEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:CERTIFIED HEALTH MANAGEMENT, INC.
Employer identification number (EIN):363870318
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01BRADLEY ALTER
0012020-01-01
0012019-01-01
0012017-01-01BRADLEY ALTER
0012015-01-01BRADLEY ALTER
0012014-01-01BRADLEY ALTER
0012014-01-01BRADLEY ALTER
0012013-01-01BRADLEY ALTER
0012012-01-01BRADLEY ALTER
0012011-01-01BRADLEY ALTER
0012010-01-01BRADLEY ALTER
0012009-01-01BRADLEY ALTER

Plan Statistics for CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN

Measure Date Value
2021: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01312
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01199
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01273
Number of participants with account balances2019-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2017: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01397
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01293
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2015: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01352
Total participants2015-01-01352
Number of participants with account balances2015-01-01153
2014: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0179
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-01102
2012: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0177
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0190
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0177
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0196
Total number of active participants reported on line 7a of the Form 55002010-01-0161
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0190
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0177
Total number of active participants reported on line 7a of the Form 55002009-01-0170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0196
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN

Measure Date Value
2021 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$374,454
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$291,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$243,697
Expenses. Certain deemed distributions of participant loans2021-12-31$12,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$71,199
Value of total assets at end of year2021-12-31$2,334,040
Value of total assets at beginning of year2021-12-31$2,251,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,777
Total interest from all sources2021-12-31$2,753
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$385,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$49,361
Participant contributions at end of year2021-12-31$31,103
Participant contributions at beginning of year2021-12-31$56,756
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$82,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,334,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,251,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,241,172
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,139,666
Interest on participant loans2021-12-31$1,882
Interest earned on other investments2021-12-31$871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$54,916
Net investment gain/loss from pooled separate accounts2021-12-31$300,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$243,697
Contract administrator fees2021-12-31$35,777
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DUGAN & LOPATKA, CPA'S
Accountancy firm EIN2021-12-31362886485
2020 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$412,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$787,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$723,135
Expenses. Certain deemed distributions of participant loans2020-12-31$20,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$115,336
Value of total assets at end of year2020-12-31$2,251,338
Value of total assets at beginning of year2020-12-31$2,626,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,168
Total interest from all sources2020-12-31$3,603
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$385,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$80,856
Participant contributions at end of year2020-12-31$56,756
Participant contributions at beginning of year2020-12-31$80,922
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-375,134
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,251,338
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,626,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,139,666
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,489,157
Interest on participant loans2020-12-31$3,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$54,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$56,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,772
Net investment gain/loss from pooled separate accounts2020-12-31$287,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$723,135
Contract administrator fees2020-12-31$44,168
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUGAN & LOPATKA, CPA'S
Accountancy firm EIN2020-12-31362886485
2019 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end 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$627,442
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$163,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$98,066
Expenses. Certain deemed distributions of participant loans2019-12-31$1,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$181,808
Value of total assets at end of year2019-12-31$2,626,472
Value of total assets at beginning of year2019-12-31$2,162,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,651
Total interest from all sources2019-12-31$3,413
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$128,419
Participant contributions at end of year2019-12-31$80,922
Participant contributions at beginning of year2019-12-31$78,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$463,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,626,472
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,162,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,489,157
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,014,000
Interest on participant loans2019-12-31$3,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$69,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$436,154
Net investment gain/loss from pooled separate accounts2019-12-31$6,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$53,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$98,066
Contract administrator fees2019-12-31$63,651
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DUGAN & LOPATKA, CPA'S
Accountancy firm EIN2019-12-31362886485
2018 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$18,366
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$301,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$253,945
Expenses. Certain deemed distributions of participant loans2018-12-31$1,680
Value of total corrective distributions2018-12-31$2,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$138,721
Value of total assets at end of year2018-12-31$2,162,515
Value of total assets at beginning of year2018-12-31$2,445,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,404
Total interest from all sources2018-12-31$4,748
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$96,083
Participant contributions at end of year2018-12-31$78,902
Participant contributions at beginning of year2018-12-31$125,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-283,416
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,162,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,445,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$2,014,000
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,283,474
Interest on participant loans2018-12-31$3,574
Interest earned on other investments2018-12-31$1,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$69,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,388
Net investment gain/loss from pooled separate accounts2018-12-31$-125,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$42,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$253,945
Contract administrator fees2018-12-31$43,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DUGAN & LOPATKA, CPA'S
Accountancy firm EIN2018-12-31362886485
2017 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$556,221
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$146,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$242,311
Value of total assets at end of year2017-12-31$2,445,931
Value of total assets at beginning of year2017-12-31$2,036,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,729
Total interest from all sources2017-12-31$5,470
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$178,506
Participant contributions at end of year2017-12-31$125,069
Participant contributions at beginning of year2017-12-31$117,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$409,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,445,931
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,036,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,229,911
Value of interest in pooled separate accounts at end of year2017-12-31$2,283,474
Value of interest in pooled separate accounts at beginning of year2017-12-31$580,509
Interest on participant loans2017-12-31$4,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$109,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$69,014
Net investment gain/loss from pooled separate accounts2017-12-31$239,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DUGAN & LOPATKA, CPA'S
Accountancy firm EIN2017-12-31362886485
2016 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$418,288
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$113,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$277,150
Value of total assets at end of year2016-12-31$2,036,492
Value of total assets at beginning of year2016-12-31$1,731,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,097
Total interest from all sources2016-12-31$6,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$207,141
Participant contributions at end of year2016-12-31$117,021
Participant contributions at beginning of year2016-12-31$107,092
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$304,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,036,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,731,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,229,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,009,486
Value of interest in pooled separate accounts at end of year2016-12-31$580,509
Value of interest in pooled separate accounts at beginning of year2016-12-31$550,032
Interest on participant loans2016-12-31$5,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$109,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$64,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$117,837
Net investment gain/loss from pooled separate accounts2016-12-31$16,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$70,009
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$111,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DUGAN & LOPATKA CPA'S
Accountancy firm EIN2016-12-31362886485
2015 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,068
Total income from all sources (including contributions)2015-12-31$271,072
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$126,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$126,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$277,744
Value of total assets at end of year2015-12-31$1,730,726
Value of total assets at beginning of year2015-12-31$1,587,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,912
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$185,959
Participant contributions at end of year2015-12-31$107,092
Participant contributions at beginning of year2015-12-31$44,348
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,511
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,068
Other income not declared elsewhere2015-12-31$94
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$144,590
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,730,726
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,586,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,009,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$995,777
Value of interest in pooled separate accounts at end of year2015-12-31$1,623,634
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,535,327
Interest on participant loans2015-12-31$3,912
Value of interest in common/collective trusts at end of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$64,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$47,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,984
Net investment gain/loss from pooled separate accounts2015-12-31$-10,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,559
Employer contributions (assets) at end of year2015-12-31$1,200
Employer contributions (assets) at beginning of year2015-12-31$2,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$126,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,711
Total income from all sources (including contributions)2014-12-31$271,787
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$90,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$81,108
Expenses. Certain deemed distributions of participant loans2014-12-31$8,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$193,664
Value of total assets at end of year2014-12-31$1,587,205
Value of total assets at beginning of year2014-12-31$1,407,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$706
Total interest from all sources2014-12-31$4,531
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$706
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$144,071
Participant contributions at end of year2014-12-31$44,348
Participant contributions at beginning of year2014-12-31$54,313
Participant contributions at end of year2014-12-31$5,511
Participant contributions at beginning of year2014-12-31$1,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$180,975
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,586,137
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,405,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,487,910
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,305,834
Interest on participant loans2014-12-31$1,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$47,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,703
Net investment gain/loss from pooled separate accounts2014-12-31$73,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,593
Employer contributions (assets) at end of year2014-12-31$2,018
Employer contributions (assets) at beginning of year2014-12-31$1,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$81,108
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2014-12-31364323082
2013 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15
Total income from all sources (including contributions)2013-12-31$393,944
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$82,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$80,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,792
Value of total assets at end of year2013-12-31$1,407,873
Value of total assets at beginning of year2013-12-31$1,093,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,398
Total interest from all sources2013-12-31$2,942
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$2,398
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$125,367
Participant contributions at end of year2013-12-31$54,313
Participant contributions at beginning of year2013-12-31$53,749
Participant contributions at end of year2013-12-31$1,200
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$311,513
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,405,162
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,093,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,305,834
Value of interest in pooled separate accounts at beginning of year2013-12-31$983,765
Interest on participant loans2013-12-31$2,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$55,585
Net investment gain/loss from pooled separate accounts2013-12-31$221,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$44,425
Employer contributions (assets) at end of year2013-12-31$1,823
Employer contributions (assets) at beginning of year2013-12-31$565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$80,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2013-12-31364323082
2012 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$89,848
Total unrealized appreciation/depreciation of assets2012-12-31$89,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,470
Total income from all sources (including contributions)2012-12-31$205,062
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,014
Expenses. Certain deemed distributions of participant loans2012-12-31$2,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$112,326
Value of total assets at end of year2012-12-31$1,093,664
Value of total assets at beginning of year2012-12-31$965,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,284
Total interest from all sources2012-12-31$2,888
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$109,364
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$84,739
Participant contributions at end of year2012-12-31$53,749
Participant contributions at beginning of year2012-12-31$49,136
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$130,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,093,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$962,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$983,765
Value of interest in pooled separate accounts at beginning of year2012-12-31$862,358
Income. Interest from loans (other than to participants)2012-12-31$2,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$55,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$27,587
Employer contributions (assets) at end of year2012-12-31$565
Employer contributions (assets) at beginning of year2012-12-31$6,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,014
Contract administrator fees2012-12-31$1,284
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CORCORAN, ENDER AND ASSOCIATES LLC
Accountancy firm EIN2012-12-31364323082
2011 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$107,519
Expenses. Total of all expenses incurred2011-12-31$152,079
Benefits paid (including direct rollovers)2011-12-31$150,860
Total plan assets at end of year2011-12-31$955,840
Total plan assets at beginning of year2011-12-31$1,000,400
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$73,652
Other income received2011-12-31$5,650
Net income (gross income less expenses)2011-12-31$-44,560
Net plan assets at end of year (total assets less liabilities)2011-12-31$955,840
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,000,400
Assets. Value of participant loans2011-12-31$49,136
Total contributions received or receivable from employer(s)2011-12-31$28,217
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,219
2010 : CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$231,272
Expenses. Total of all expenses incurred2010-12-31$68,565
Benefits paid (including direct rollovers)2010-12-31$67,351
Total plan assets at end of year2010-12-31$1,000,400
Total plan assets at beginning of year2010-12-31$837,693
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$94,829
Contributions received from other sources (not participants or employers)2010-12-31$7,908
Other income received2010-12-31$91,305
Net income (gross income less expenses)2010-12-31$162,707
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,000,400
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$837,693
Assets. Value of participant loans2010-12-31$58,925
Total contributions received or receivable from employer(s)2010-12-31$37,230
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,214

Form 5500 Responses for CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN

2021: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2015: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CERTIFIED HEALTH MANAGEMENT INC RETIREMENT & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 31373
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 31373
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 31373
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE798561
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberESP 9856
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9856
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9856
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9856
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 9856
Policy instance 1

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