401k Plan data: PRIMEHEALTH GROUP, LLC 401(K) PLAN plan

PRIMEHEALTH GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	PRIMEHEALTH GROUP, LLC 401(K) PLAN
Plan identification number	001

PRIMEHEALTH GROUP, LLC 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.
Stock bonus
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

PRIMEHEALTH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: PRIMEHEALTH GROUP, LLC

Employer identification number (EIN): 364842740

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMEHEALTH GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN MORONEY 2019-10-14
001 2017-02-01 KENNETH KING KENNETH KING 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOHN MORONEY	2019-10-14
001	2017-02-01	KENNETH KING		KENNETH KING	2018-10-15

Plan Statistics for PRIMEHEALTH GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for PRIMEHEALTH GROUP, LLC 401(K) PLAN

Measure Date Value
2021: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 38
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 64
Total of all active and inactive participants 2020-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 105
Number of participants with account balances 2020-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 116
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 12
Total of all active and inactive participants 2017-02-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 128
Number of participants with account balances 2017-02-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0

Measure	Date	Value
2021: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	38
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	64
Total of all active and inactive participants	2020-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	105
Number of participants with account balances	2020-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	116
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	12
Total of all active and inactive participants	2017-02-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	128
Number of participants with account balances	2017-02-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0

Financial Data on PRIMEHEALTH GROUP, LLC 401(K) PLAN

Measure	Date	Value
2021 : PRIMEHEALTH GROUP, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-17	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-17	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-17	$0
Total income from all sources (including contributions)	2021-12-17	$445,905
Total loss/gain on sale of assets	2021-12-17	$0
Total of all expenses incurred	2021-12-17	$3,000,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-17	$2,982,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-17	$185,581
Value of total assets at end of year	2021-12-17	$0
Value of total assets at beginning of year	2021-12-17	$2,554,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-17	$17,838
Total interest from all sources	2021-12-17	$2,330
Total dividends received (eg from common stock, registered investment company shares)	2021-12-17	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-17	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-17	$0
Was this plan covered by a fidelity bond	2021-12-17	Yes
Value of fidelity bond cover	2021-12-17	$250,000
If this is an individual account plan, was there a blackout period	2021-12-17	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-17	No
Contributions received from participants	2021-12-17	$127,556
Participant contributions at end of year	2021-12-17	$0
Participant contributions at beginning of year	2021-12-17	$20,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-17	No
Value of net income/loss	2021-12-17	$-2,554,442
Value of net assets at end of year (total assets less liabilities)	2021-12-17	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-17	$2,554,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-17	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-17	No
Were any leases to which the plan was party in default or uncollectible	2021-12-17	No
Investment advisory and management fees	2021-12-17	$5,831
Value of interest in pooled separate accounts at end of year	2021-12-17	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-17	$2,533,985
Interest on participant loans	2021-12-17	$2,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-17	$257,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-17	No
Was there a failure to transmit to the plan any participant contributions	2021-12-17	No
Has the plan failed to provide any benefit when due under the plan	2021-12-17	No
Contributions received in cash from employer	2021-12-17	$58,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-17	$2,982,509
Contract administrator fees	2021-12-17	$12,007
Did the plan have assets held for investment	2021-12-17	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	2021-12-17	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-17	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-17	Unqualified
Accountancy firm name	2021-12-17	FGMK, LLC
Accountancy firm EIN	2021-12-17	362929601
2020 : PRIMEHEALTH GROUP, LLC 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	$0
Total income from all sources (including contributions)	2020-12-31	$693,427
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$593,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$550,699
Expenses. Certain deemed distributions of participant loans	2020-12-31	$25,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$269,664
Value of total assets at end of year	2020-12-31	$2,554,442
Value of total assets at beginning of year	2020-12-31	$2,454,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,986
Total interest from all sources	2020-12-31	$2,877
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
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$186,458
Participant contributions at end of year	2020-12-31	$20,457
Participant contributions at beginning of year	2020-12-31	$49,897
Participant contributions at beginning of year	2020-12-31	$8,941
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	$99,494
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,554,442
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,454,948
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
Investment advisory and management fees	2020-12-31	$5,866
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,533,985
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,391,677
Interest on participant loans	2020-12-31	$2,877
Net investment gain/loss from pooled separate accounts	2020-12-31	$420,886
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$83,206
Employer contributions (assets) at beginning of year	2020-12-31	$4,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$550,699
Contract administrator fees	2020-12-31	$12,120
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	FGMK, LLC
Accountancy firm EIN	2020-12-31	362929601
2019 : PRIMEHEALTH GROUP, LLC 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	$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 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	$867,884
Total income from all sources (including contributions)	2019-12-31	$867,884
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	$451,081
Total of all expenses incurred	2019-12-31	$451,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$433,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$433,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,463
Value of total assets at end of year	2019-12-31	$2,454,948
Value of total assets at end of year	2019-12-31	$2,454,948
Value of total assets at beginning of year	2019-12-31	$2,038,145
Value of total assets at beginning of year	2019-12-31	$2,038,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,629
Total interest from all sources	2019-12-31	$2,832
Total interest from all sources	2019-12-31	$2,832
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	$210,000
Value of fidelity bond cover	2019-12-31	$210,000
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$219,284
Contributions received from participants	2019-12-31	$219,284
Participant contributions at end of year	2019-12-31	$49,897
Participant contributions at end of year	2019-12-31	$49,897
Participant contributions at beginning of year	2019-12-31	$54,472
Participant contributions at beginning of year	2019-12-31	$54,472
Participant contributions at end of year	2019-12-31	$8,941
Participant contributions at end of year	2019-12-31	$8,941
Participant contributions at beginning of year	2019-12-31	$5,627
Participant contributions at beginning of year	2019-12-31	$5,627
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,714
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$392
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	$416,803
Value of net income/loss	2019-12-31	$416,803
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,454,948
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,454,948
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,038,145
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,038,145
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
Investment advisory and management fees	2019-12-31	$5,847
Investment advisory and management fees	2019-12-31	$5,847
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,391,677
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,391,677
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,968,476
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,968,476
Interest on participant loans	2019-12-31	$2,832
Interest on participant loans	2019-12-31	$2,832
Net investment gain/loss from pooled separate accounts	2019-12-31	$489,589
Net investment gain/loss from pooled separate accounts	2019-12-31	$489,589
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$112,465
Contributions received in cash from employer	2019-12-31	$112,465
Employer contributions (assets) at end of year	2019-12-31	$4,433
Employer contributions (assets) at end of year	2019-12-31	$4,433
Employer contributions (assets) at beginning of year	2019-12-31	$9,178
Employer contributions (assets) at beginning of year	2019-12-31	$9,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$433,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$433,452
Contract administrator fees	2019-12-31	$11,782
Contract administrator fees	2019-12-31	$11,782
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	FGMK, LLC
Accountancy firm EIN	2019-12-31	362929601
Accountancy firm EIN	2019-12-31	362929601
2018 : PRIMEHEALTH GROUP, LLC 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	$198,716
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$399,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$382,264
Value of total corrective distributions	2018-12-31	$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$329,444
Value of total assets at end of year	2018-12-31	$2,038,145
Value of total assets at beginning of year	2018-12-31	$2,239,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,803
Total interest from all sources	2018-12-31	$2,982
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	$224,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$209,604
Participant contributions at end of year	2018-12-31	$54,472
Participant contributions at beginning of year	2018-12-31	$28,363
Participant contributions at end of year	2018-12-31	$5,627
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,990
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,939
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$392
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	$-201,101
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,038,145
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,239,246
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
Investment advisory and management fees	2018-12-31	$5,623
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,968,476
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,208,893
Interest on participant loans	2018-12-31	$2,590
Interest earned on other investments	2018-12-31	$392
Net investment gain/loss from pooled separate accounts	2018-12-31	$-133,710
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	$108,901
Employer contributions (assets) at end of year	2018-12-31	$9,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$382,264
Contract administrator fees	2018-12-31	$11,180
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	FGMK, LLC
Accountancy firm EIN	2018-12-31	362929601
2017 : PRIMEHEALTH GROUP, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$2,002,089
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	$551,526
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$314,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$301,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$332,034
Value of total assets at end of year	2017-12-31	$2,239,246
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,438
Total interest from all sources	2017-12-31	$1,836
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	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$178,436
Participant contributions at end of year	2017-12-31	$28,363
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,990
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$65,266
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	$237,157
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,239,246
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,153
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,208,893
Income. Interest from loans (other than to participants)	2017-12-31	$1,836
Net investment gain/loss from pooled separate accounts	2017-12-31	$217,656
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	$88,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$301,931
Contract administrator fees	2017-12-31	$8,285
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	FGMK, LLC
Accountancy firm EIN	2017-12-31	362929601

Form 5500 Responses for PRIMEHEALTH GROUP, LLC 401(K) PLAN

2021: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRIMEHEALTH GROUP, LLC 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRIMEHEALTH GROUP, LLC 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PRIMEHEALTH GROUP, LLC 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRIMEHEALTH GROUP, LLC 401(K) PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	First time form 5500 has been submitted	Yes
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement – Insurance	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128408

Policy instance

Insurance contract or identification number	128408
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,295
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Amount paid for insurance broker fees	1295
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128408

Policy instance

Insurance contract or identification number	128408
Number of Individuals Covered	105
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,195
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Amount paid for insurance broker fees	1195
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128408

Policy instance

Insurance contract or identification number	128408
Number of Individuals Covered	122
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,180
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $1,180
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128408

Policy instance

Insurance contract or identification number	128408
Number of Individuals Covered	89
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,069
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	1069
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

128408

Policy instance

Insurance contract or identification number	128408
Number of Individuals Covered	84
Insurance policy start date	2017-03-20
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	PRIMEHEALTH GROUP, LLC
Employer identification number (EIN):	364842740
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners